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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

Frank Coffenberry

Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Atlanta, GA | Florence, KY

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Search this name across graphsid dfx:ria:7d6f35d6-de26-7450-e2ca-a73d40c1e738

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Sep 28, 2009 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: Dec 15, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Dec 15, 2005
First registration: Sep 28, 2009
Dual registered: yes, broker-dealer
Other names: FRANK NORMAN COFFENBERRY
IAPD individual key: 4136638

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	May 7, 2024	n/a	yes	Atlanta, GA\|Florence, KY	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Jun 2, 2022	May 8, 2024	no	FLORENCE, KY\|FORT MILL, SC	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Oct 20, 2021	May 18, 2022	no	Florence, KY\|ST. PETERSBURG, FL	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Oct 13, 2011	Oct 20, 2021	no	FORT MILL, SC\|FLORENCE, KY	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Sep 28, 2009	Oct 3, 2011	no	COVINGTON, KY	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
LPL FINANCIAL LLC	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	May 8, 2024	May 7, 2024	-1	Firm change	Ibd to ibd
RAYMOND JAMES & ASSOCIATES, INC.	LPL FINANCIAL LLC	May 18, 2022	Jun 2, 2022	15	Firm change	Ibd to RIA
LPL FINANCIAL LLC	RAYMOND JAMES & ASSOCIATES, INC.	Oct 20, 2021	Oct 20, 2021	0	Firm change	Ibd to ibd
STRATEGIC ADVISERS LLC	LPL FINANCIAL LLC	Oct 3, 2011	Oct 13, 2011	10	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
705:6413:FL:2022-05-18	May 18, 2022	Jun 2, 2022	ST PETERSBURG, FL	Firm change

Relationships

Registered with (4)

→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: current employment
May 7, 2024 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jun 2, 2022 to May 8, 2024factForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Oct 20, 2021 to May 18, 2022factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Sep 28, 2009 to Oct 3, 2011factForm ADV

Dated events

Occurred
May 8, 2024
Advisor changed firm
Frank Coffenberry left Lpl Financial Llc for Cambridge Investment Research Advisors, Inc. (registered 2024-05-07)
Form ADVobserved 3 days ago
Occurred
May 18, 2022
Advisor changed firm
Frank Coffenberry left Raymond James & Associates, Inc. for Lpl Financial Llc (registered 2022-06-02)
Form ADVobserved 3 days ago