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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)23 years in industry

BRIAN EDWARD CONWAY

Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

MERRIMACK, NH | Bedford, NH | Milford, NH

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Search this name across graphsid dfx:ria:59b4e287-eaa1-31f4-cf48-29cac65541f9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 11, 2003 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 19, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 20derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Dec 19, 2002
First registration: Sep 11, 2003
Dual registered: yes, broker-dealer
IAPD individual key: 4606233

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Jul 26, 2010	n/a	yes	MERRIMACK, NH\|Milford, NH	Current employment
AXIOM ADVISORS, LLC	State registered	Oct 5, 2005	n/a	yes	Bedford, NH	Current employment
NORTHEAST PLANNING ASSOCIATES, INC.	Independent wealth	Jul 22, 2004	Apr 3, 2006	no	MERRIMACK, NH	Previous registration
MUTUAL SERVICE CORPORATION	n/a	Nov 25, 2003	Sep 29, 2004	no	MERRIMACK, NH	Previous registration
VERAVEST INVESTMENT ADVISORS, INC.	n/a	Sep 11, 2003	Nov 13, 2003	no	MERRIMACK, NH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
NORTHEAST PLANNING ASSOCIATES, INC.	AXIOM ADVISORS, LLC	Apr 3, 2006	Oct 5, 2005	-180	Firm change after gap	Other
MUTUAL SERVICE CORPORATION	NORTHEAST PLANNING ASSOCIATES, INC.	Sep 29, 2004	Jul 22, 2004	-69	Firm change after gap	Other
VERAVEST INVESTMENT ADVISORS, INC.	MUTUAL SERVICE CORPORATION	Nov 13, 2003	Nov 25, 2003	12	Firm change	Other

Relationships

Registered with (5)

→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: current employment
Jul 26, 2010 to presentfactForm ADV
→ AXIOM ADVISORS, LLCRegistered adviserregistration: current employment
Oct 5, 2005 to presentfactForm ADV
→ NORTHEAST PLANNING ASSOCIATES, INC.Registered adviserregistration: previous registration
Jul 22, 2004 to Apr 3, 2006factForm ADV
→ MUTUAL SERVICE CORPORATIONRegistered adviserregistration: previous registration
Nov 25, 2003 to Sep 29, 2004factForm ADV
→ VERAVEST INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
Sep 11, 2003 to Nov 13, 2003factForm ADV

Dated events

No dated event names this entity yet.