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RIA / WealthAdvisor19 years in industry

ADRIAN LEE URIAS

Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

El Paso, TX

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Search this name across graphsid dfx:ria:823dd295-c86b-78af-7df9-933af199eebd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 4, 2008 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: Aug 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Feb 29, 2008
First registration: Jun 4, 2008
Dual registered: no
IAPD individual key: 5361715

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	Jan 3, 2023	n/a	yes	El Paso, TX	Current employment
FRANKLIN STAR WEALTH PLANNING	n/a	Jan 28, 2019	Dec 31, 2023	no	EL PASO, TX	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Nov 1, 2016	Dec 19, 2018	no	El Paso, TX\|El Paso, TX\|El Paso, TX	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Jun 4, 2008	Nov 3, 2016	no	EL PASO, TX\|EL PASO, TX\|EL PASO, TX\|Lubbock, TX	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
FRANKLIN STAR WEALTH PLANNING	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Dec 31, 2023	Jan 3, 2023	-362	Firm change after gap	Other
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	FRANKLIN STAR WEALTH PLANNING	Dec 19, 2018	Jan 28, 2019	40	Firm change	Other
MML INVESTORS SERVICES, LLC	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Nov 3, 2016	Nov 1, 2016	-2	Firm change	Other

Relationships

Registered with (3)

→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Nov 1, 2016 to Dec 19, 2018factForm ADV
→ FRANKLIN STAR WEALTH PLANNINGRegistered adviserregistration: previous registration
Jan 28, 2019 to Dec 31, 2023factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Jun 4, 2008 to Nov 3, 2016factForm ADV

Dated events

Occurred
Dec 31, 2023
Advisor changed firm
Adrian Lee Urias left Franklin Star Wealth Planning for Cambridge Investment Research Advisors, Inc. (registered 2023-01-03)
Form ADVobserved 6 days ago