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RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

ANTHONY JOHN MARSHALL

Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Peachtree City, GA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Sep 26, 2005 to Sep 14, 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: Nov 8, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Nov 8, 2004
First registration: Sep 26, 2005
Dual registered: yes, broker-dealer
Other names: ANTHONY MARSHALL
IAPD individual key: 4853760

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	Mar 7, 2025	n/a	yes	Peachtree City, GA	Current employment
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Oct 31, 2016	Mar 10, 2025	no	ATLANTA, GA\|PEACHTREE CITY, GA\|COLUMBUS, GA\|COLUMBUS, GA\|PEACHTREE CITY, GA\|PEACHTREE CITY, GA	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	May 6, 2016	Dec 31, 2016	no	PEACHTREE CITY, GA\|COLUMBUS, GA\|COLUMBUS, GA\|ATLANTA, GA\|PEACHTREE CITY, GA\|PEACHTREE CITY, GA\|PEACHTREE CITY, GA\|ALPHARETTA, GA\|ATLANTA, GA\|ALPHARETTA, GA\|FAYETTEVILLE, GA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 26, 2011	May 9, 2016	no	HAPEVILLE, GA\|EAST POINT, GA\|ATLANTA, GA\|ATLANTA, GA\|ATLANTA, GA\|ATLANTA, GA\|ATLANTA, GA\|FAYETTEVILLE, GA\|RIVERDALE, GA\|ATLANTA, GA\|ATLANTA, GA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 23, 2009	Jan 31, 2011	no	ATLANTA, GA\|PEACHTREE CITY, GA\|MARIETTA, GA\|PEACHTREE CITY, GA\|ALPHARETTA, GA	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Sep 24, 2008	Oct 23, 2009	no	MARIETTA, GA\|ATLANTA, GA\|PEACHTREE CITY, GA	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Sep 26, 2005	Oct 1, 2008	no	ATLANTA, GA\|FOREST PARK, GA\|RIVERDALE, GA\|MCDONOUGH, GA\|HAMPTON, GA\|HAMPTON, GA\|MCDONOUGH, GA\|FAYETTEVILLE, GA\|JONESBORO, GA\|ATLANTA, GA\|PEACHTREE CITY, GA\|FAYETTEVILLE, GA\|PEACHTREE CITY, GA\|PEACHTREE CITY, GA\|ATLANTA, GA\|ATLANTA, GA\|MORROW, GA\|ATLANTA, GA\|ATLANTA, GA\|JONESBORO, GA\|ATLANTA, GA\|ATLANTA, GA\|ATLANTA, GA\|UNION CITY, GA	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
TRUIST ADVISORY SERVICES, INC.	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Mar 10, 2025	Mar 7, 2025	-3	Firm change	Ibd to ibd
SUNTRUST INVESTMENT SERVICES, INC.	TRUIST ADVISORY SERVICES, INC.	Dec 31, 2016	Oct 31, 2016	-61	Bulk transfer	Other
WELLS FARGO ADVISORS	SUNTRUST INVESTMENT SERVICES, INC.	May 9, 2016	May 6, 2016	-3	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WELLS FARGO ADVISORS	Jan 31, 2011	Jan 26, 2011	-5	Firm change	Wirehouse to wirehouse
BANC OF AMERICA INVESTMENT SERVICES, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 23, 2009	Oct 23, 2009	0	Bulk transfer	Other
SUNTRUST INVESTMENT SERVICES, INC.	BANC OF AMERICA INVESTMENT SERVICES, INC.	Oct 1, 2008	Sep 24, 2008	-7	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
283390:134139:GA:2025-03-10	Mar 10, 2025	Mar 7, 2025	PEACHTREE CITY, GA	Firm change
19616:17499:GA:2016-05-04	May 9, 2016	May 6, 2016	ATLANTA, GA	Firm change

Relationships

Registered with (6)

→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: current employment
Mar 7, 2025 to presentfactForm ADV
→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Oct 31, 2016 to Mar 10, 2025factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
May 6, 2016 to Dec 31, 2016factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 26, 2011 to May 9, 2016factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 23, 2009 to Jan 31, 2011factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Sep 24, 2008 to Oct 23, 2009factForm ADV

Dated events

Occurred
Mar 10, 2025
Advisor changed firm
Anthony John Marshall left Truist Advisory Services, Inc. for Cambridge Investment Research Advisors, Inc. (registered 2025-03-07)
Form ADVobserved 4 days ago