DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

STAN CARROLL EMERY

Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Fort Collins, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:74bf26b7-280c-e5b6-b223-97e5da7c6b77

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 25, 2012 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: Jan 13, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jan 13, 2012
First registration: Jan 25, 2012
Dual registered: yes, broker-dealer
IAPD individual key: 3076959

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	Sep 1, 2017	n/a	yes	Fort Collins, CO\|Fort Collins, CO\|Fort Collins, CO	Current employment
NAVIGATION WEALTH MANAGEMENT	Independent wealth	Apr 26, 2016	Aug 7, 2017	no	FORT COLLINS, CO	Previous registration
Spc	Bd affiliated wealth	Jun 23, 2014	Apr 25, 2016	no	FORT COLLINS, CO	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Sep 10, 2012	Jun 24, 2014	no	LONGMONT, CO\|MIDVALE, UT\|FORT COLLINS, CO	Previous registration
TRANSAMERICA FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Jan 25, 2012	Jul 27, 2012	no	FORT COLLINS, CO\|CEDAR RAPIDS, IA\|CEDAR RAPIDS, IA\|FORT COLLINS, CO	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
NAVIGATION WEALTH MANAGEMENT	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Aug 7, 2017	Sep 1, 2017	25	Firm change	Other
Spc	NAVIGATION WEALTH MANAGEMENT	Apr 25, 2016	Apr 26, 2016	1	Firm change	Other
VOYA FINANCIAL ADVISORS, INC.	Spc	Jun 24, 2014	Jun 23, 2014	-1	Firm change	Other
TRANSAMERICA FINANCIAL ADVISORS, LLC	VOYA FINANCIAL ADVISORS, INC.	Jul 27, 2012	Sep 10, 2012	45	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
110692:282640:CO:2016-04-25	Apr 25, 2016	Apr 26, 2016	FORT COLLINS, CO	Firm change

Relationships

Registered with (5)

→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: current employment
Sep 1, 2017 to presentfactForm ADV
→ NAVIGATION WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Apr 26, 2016 to Aug 7, 2017factForm ADV
→ SPCRegistered adviserregistration: previous registration
Jun 23, 2014 to Apr 25, 2016factForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Sep 10, 2012 to Jun 24, 2014factForm ADV
→ TRANSAMERICA FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 25, 2012 to Jul 27, 2012factForm ADV

Dated events

No dated event names this entity yet.