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Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Dallas, TX
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 | Aug 1, 2025 | n/a | yes | Dallas, TX | Current employment |
| TL PRIVATE WEALTH | Independent wealth | Dec 5, 2024 | Jul 31, 2025 | no | SOUTHLAKE, TX | Previous registration |
| FISHER INVESTMENTS | Independent wealth | Jul 26, 2022 | Jun 24, 2024 | no | PLANO, TX|PLANO, TX | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Aug 1, 2017 | Jul 13, 2022 | no | Dallas, TX | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Aug 18, 2015 | Aug 8, 2017 | no | DALLAS, TX|DALLAS, TX | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 25, 2005 | May 12, 2006 | no | ATLANTA, GA|ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TL PRIVATE WEALTH | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Jul 31, 2025 | Aug 1, 2025 | 1 | Firm change | RIA to ibd |
| FISHER INVESTMENTS | TL PRIVATE WEALTH | Jun 24, 2024 | Dec 5, 2024 | 164 | Firm change | RIA to RIA |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | FISHER INVESTMENTS | Jul 13, 2022 | Jul 26, 2022 | 13 | Firm change | Ibd to RIA |
| EQUITABLE ADVISORS, LLC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Aug 8, 2017 | Aug 1, 2017 | -7 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | EQUITABLE ADVISORS, LLC | May 12, 2006 | Aug 18, 2015 | 3,385 | Firm change after gap | Wirehouse to ibd |