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Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Winter Park, FL
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 | Jun 6, 2024 | n/a | yes | Winter Park, FL | Current employment |
| EQUITABLE ADVISORS, LLC | National bd RIA | Mar 16, 2018 | Jun 7, 2024 | no | WINTER PARK, FL|WINTER PARK, FL|TAMPA, FL | Previous registration |
| OGILVIE SECURITY ADVISORS CORP | Former SEC adviser | May 30, 1996 | Oct 24, 2012 | no | WINTER PARK, FL|LAKE FOREST, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Jun 7, 2024 | Jun 6, 2024 | -1 | Firm change | Ibd to ibd |
| OGILVIE SECURITY ADVISORS CORP | EQUITABLE ADVISORS, LLC | Oct 24, 2012 | Mar 16, 2018 | 1,969 | Firm change after gap | Other |