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Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Alpharetta, GA | ALPHARETTA, GA
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 |
|---|---|---|---|---|---|---|
| MH WEALTH MANAGEMENT | State registered | Jan 22, 2026 | n/a | yes | ALPHARETTA, GA | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Jun 9, 2025 | n/a | yes | Alpharetta, GA | Current employment |
| MH WEALTH MANAGEMENT | State registered | Aug 17, 2020 | Dec 31, 2025 | no | ALPHARETTA, GA | Previous registration |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | May 4, 2016 | Jun 9, 2025 | no | WALTHAM, MA|Alpharetta, GA | Previous registration |
| MSI FINANCIAL SERVICES, INC. | Former SEC adviser | Aug 30, 2007 | May 4, 2016 | no | ATLANTA, GA|ALPHARETTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MH WEALTH MANAGEMENT | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Dec 31, 2025 | Jun 9, 2025 | -205 | Firm change after gap | Other |
| COMMONWEALTH FINANCIAL NETWORK | MH WEALTH MANAGEMENT | Jun 9, 2025 | Aug 17, 2020 | -1,757 | Firm change after gap | Ibd to state RIA |
| MSI FINANCIAL SERVICES, INC. | COMMONWEALTH FINANCIAL NETWORK | May 4, 2016 | May 4, 2016 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 310248:134139:GA:2025-12-31 | Dec 31, 2025 | Jun 9, 2025 | ALPHARETTA, GA | Firm change after gap |
| 8032:310248:GA:2025-06-09 | Jun 9, 2025 | Aug 17, 2020 | ALPHARETTA, GA | Firm change after gap |
| 14251:8032:GA:2016-05-04 | May 4, 2016 | May 4, 2016 | ALPHARETTA, GA | Firm change |