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Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Clarks Summitt, PA | Wormleysburg, 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 | Sep 16, 2025 | n/a | yes | Wormleysburg, PA|Clarks Summitt, PA | Current employment |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Jan 24, 2025 | Sep 18, 2025 | no | CHERRY HILL, NJ | Previous registration |
| OSAIC FA, INC. | Former SEC adviser | Jul 28, 2011 | Jan 24, 2025 | no | CLARKS SUMMIT, PA|BERWYN, PA|EXTON, PA|EXTON, PA|CHERRY HILL, NJ|CHERRY HILL, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Sep 18, 2025 | Sep 16, 2025 | -2 | Firm change | Ibd to ibd |
| OSAIC FA, INC. | OSAIC WEALTH, INC. | Jan 24, 2025 | Jan 24, 2025 | 0 | Bulk transfer | Ibd to ibd |