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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)45 years in industry

GORDON C MENARD

Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Lake Geneva, WI | The Woodlands, TX | Chicago, IL

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 23, 1983 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: Jan 16, 1981earliest registration or exam on IAPD
Years in industry: 45derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jan 16, 1981
First registration: Aug 23, 1983
Dual registered: yes, broker-dealer
Other names: GORDON MENARO|GORDON CHARLES MENARD
IAPD individual key: 822555

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	May 6, 2013	n/a	yes	Chicago, IL\|The Woodlands, TX\|Lake Geneva, WI	Current employment
USCA ASSET MANAGEMENT LLC	Asset manager	Mar 4, 2008	May 7, 2013	no	HOUSTON, TX	Previous registration
HITHERLANE PARTNERS, LLC	n/a	Feb 4, 2004	May 23, 2008	no	HOUSTON, TX\|HOUSTON, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 23, 1983	Feb 3, 2004	no	HOUSTON, 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
USCA ASSET MANAGEMENT LLC	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	May 7, 2013	May 6, 2013	-1	Firm change	Other
HITHERLANE PARTNERS, LLC	USCA ASSET MANAGEMENT LLC	May 23, 2008	Mar 4, 2008	-80	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	HITHERLANE PARTNERS, LLC	Feb 3, 2004	Feb 4, 2004	1	Firm change	Other

Relationships

Registered with (4)

→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: current employment
May 6, 2013 to presentfactForm ADV
→ USCA ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Mar 4, 2008 to May 7, 2013factForm ADV
→ HITHERLANE PARTNERS, LLCRegistered adviserregistration: previous registration
Feb 4, 2004 to May 23, 2008factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 23, 1983 to Feb 3, 2004factForm ADV

Dated events

No dated event names this entity yet.