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Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Hershey, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Jul 23, 2025 | n/a | yes | Hershey, PA | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jul 15, 2025 | Jul 28, 2025 | no | HERSHEY, PA | Previous registration |
| CADARET GRANT & CO INC | Former SEC adviser | May 10, 2017 | May 28, 2025 | no | Altoona, PA|Hershey, PA | Previous registration |
| HANCOCK CAPITAL MANAGEMENT, INC. | Former SEC adviser | Jun 23, 2006 | Sep 5, 2025 | no | ALTOONA, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HANCOCK CAPITAL MANAGEMENT, INC. | CADARET GRANT & CO INC | Sep 5, 2025 | May 10, 2017 | -3,040 | Firm change after gap | Other |
| LPL FINANCIAL LLC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Jul 28, 2025 | Jul 23, 2025 | -5 | Firm change | Ibd to ibd |
| CADARET GRANT & CO INC | LPL FINANCIAL LLC | May 28, 2025 | Jul 15, 2025 | 48 | Firm change | Ibd to ibd |