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Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Colleyville, TX
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 | Jun 1, 2017 | n/a | yes | Colleyville, TX|Colleyville, TX | Current employment |
| WILBANKS SECURITIES ADVISORY | Former SEC adviser | Aug 12, 2016 | Jun 19, 2017 | no | Colleyville, TX|OKLAHOMA CITY, OK | Previous registration |
| FIRST INDEPENDENT ADVISORY SERVICES, INC. | n/a | Oct 5, 2010 | Aug 4, 2016 | no | COLLEYVILLE, TX | Previous registration |
| NEXT FINANCIAL GROUP, INC. | Former SEC adviser | Apr 5, 2005 | Jul 6, 2010 | no | COLLEYVILLE, TX | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Mar 20, 1995 | Mar 25, 2005 | no | HURST, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WILBANKS SECURITIES ADVISORY | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Jun 19, 2017 | Jun 1, 2017 | -18 | Firm change | Other |
| FIRST INDEPENDENT ADVISORY SERVICES, INC. | WILBANKS SECURITIES ADVISORY | Aug 4, 2016 | Aug 12, 2016 | 8 | Firm change | Other |
| NEXT FINANCIAL GROUP, INC. | FIRST INDEPENDENT ADVISORY SERVICES, INC. | Jul 6, 2010 | Oct 5, 2010 | 91 | Firm change | Other |
| AMERIPRISE FINANCIAL SERVICES, LLC | NEXT FINANCIAL GROUP, INC. | Mar 25, 2005 | Apr 5, 2005 | 11 | Firm change | Other |