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Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Jacksonville, 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 | Mar 18, 2022 | n/a | yes | Jacksonville, FL | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jul 21, 2021 | Nov 23, 2021 | no | ODESSA, FL|JACKSONVILLE, FL | Previous registration |
| WADDELL & REED | Former SEC adviser | Mar 4, 2004 | Jul 21, 2021 | no | JACKSONVILLE, FL|JACKSONVILLE, FL|JACKSONVILLE, FL|TALLAHASSEE, FL|CHARLEROI, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Nov 23, 2021 | Mar 18, 2022 | 115 | Firm change | Ibd to ibd |
| WADDELL & REED | LPL FINANCIAL LLC | Jul 21, 2021 | Jul 21, 2021 | 0 | Bulk transfer | Ibd to ibd |