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RIA / WealthAdvisordual registered (broker-dealer)22 years in industry

ADAM DENTON PREWETT

Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

San Antonio, TX | Plano, TX

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Search this name across graphsid dfx:ria:5f8366f7-7c4a-aa67-732c-626c7133b5b4

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Jul 7, 2005 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: Apr 15, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Apr 15, 2004
First registration: Jul 7, 2005
Dual registered: yes, broker-dealer
Other names: Adam Prewett
IAPD individual key: 4597857

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	Jan 29, 2024	n/a	yes	San Antonio, TX\|Plano, TX	Current employment
TITLEIST ASSET MANAGEMENT, LLC	Independent wealth	Apr 17, 2023	Feb 27, 2024	no	SAN ANTONIO, TX\|PLANO, TX	Previous registration
TITLEIST CAPITAL, LLC	Former SEC adviser	Jun 23, 2021	Aug 8, 2023	no	DALLAS, TX\|SAN ANTONIO, TX\|Plano, TX	Previous registration
BALEFIRE, LLC	Independent wealth	Jul 2, 2019	Jul 9, 2021	no	DALLAS, TX	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Apr 12, 2018	Oct 6, 2020	no	DALLAS, TX\|DALLAS, TX	Previous registration
LEVEL FOUR ADVISORY SERVICES	Bd affiliated wealth	Apr 23, 2015	Jun 28, 2019	no	DALLAS, TX	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Jan 3, 2011	Apr 24, 2015	no	DALLAS, TX\|PLANO, TX	Previous registration
VOYA FINANCIAL PARTNERS, LLC	Former SEC adviser	Jul 7, 2005	Jan 3, 2011	no	ADDISON, TX\|ADDISON, TX\|CARROLITON, TX\|ADDISON, TX	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
TITLEIST ASSET MANAGEMENT, LLC	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Feb 27, 2024	Jan 29, 2024	-29	Firm change	RIA to ibd
TITLEIST CAPITAL, LLC	TITLEIST ASSET MANAGEMENT, LLC	Aug 8, 2023	Apr 17, 2023	-113	Firm change after gap	Other
BALEFIRE, LLC	TITLEIST CAPITAL, LLC	Jul 9, 2021	Jun 23, 2021	-16	Firm change	Other
LPL FINANCIAL LLC	BALEFIRE, LLC	Oct 6, 2020	Jul 2, 2019	-462	Firm change after gap	Ibd to RIA
LEVEL FOUR ADVISORY SERVICES	LPL FINANCIAL LLC	Jun 28, 2019	Apr 12, 2018	-442	Firm change after gap	Ibd to RIA
VOYA FINANCIAL ADVISORS, INC.	LEVEL FOUR ADVISORY SERVICES	Apr 24, 2015	Apr 23, 2015	-1	Firm change	Other
VOYA FINANCIAL PARTNERS, LLC	VOYA FINANCIAL ADVISORS, INC.	Jan 3, 2011	Jan 3, 2011	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
126136:323567:TX:2023-08-08	Aug 8, 2023	Apr 17, 2023	PLANO, TX	Firm change after gap

Relationships

Registered with (8)

→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: current employment
Jan 29, 2024 to presentfactForm ADV
→ TITLEIST ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 17, 2023 to Feb 27, 2024factForm ADV
→ TITLEIST CAPITAL, LLCRegistered adviserregistration: previous registration
Jun 23, 2021 to Aug 8, 2023factForm ADV
→ BALEFIRE, LLCRegistered adviserregistration: previous registration
Jul 2, 2019 to Jul 9, 2021factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Apr 12, 2018 to Oct 6, 2020factForm ADV
→ LEVEL FOUR ADVISORY SERVICESRegistered adviserregistration: previous registration
Apr 23, 2015 to Jun 28, 2019factForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Jan 3, 2011 to Apr 24, 2015factForm ADV
→ VOYA FINANCIAL PARTNERS, LLCRegistered adviserregistration: previous registration
Jul 7, 2005 to Jan 3, 2011factForm ADV

Dated events

Occurred
Feb 27, 2024
Advisor changed firm
Adam Denton Prewett left Titleist Asset Management, Llc for Cambridge Investment Research Advisors, Inc. (registered 2024-01-29)
Form ADVobserved 6 days ago
Occurred
Aug 8, 2023
Advisor changed firm
Adam Denton Prewett left Titleist Capital, Llc for Titleist Asset Management, Llc (registered 2023-04-17)
Form ADVobserved 6 days ago