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Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
2802 N. Highland Ave Ste B, TN
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 | Oct 7, 2022 | n/a | yes | 2802 N. Highland Ave Ste B, TN | Current employment |
| STONEBRIDGE INVESTMENT ADVISORS, LLC | n/a | Jul 21, 2020 | Mar 31, 2023 | no | JACKSON, TN | Previous registration |
| DOMINION PORTFOLIO MANAGEMENT, INC. | Independent wealth | Aug 20, 2012 | Jun 30, 2021 | no | JACKSON, TN | Previous registration |
| INVEST FINANCIAL CORPORATION | Former SEC adviser | Mar 24, 2011 | Aug 13, 2012 | no | MURFREESBORO, TN|JACKSON, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STONEBRIDGE INVESTMENT ADVISORS, LLC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Mar 31, 2023 | Oct 7, 2022 | -175 | Firm change after gap | Other |
| DOMINION PORTFOLIO MANAGEMENT, INC. | STONEBRIDGE INVESTMENT ADVISORS, LLC | Jun 30, 2021 | Jul 21, 2020 | -344 | Firm change after gap | Other |
| INVEST FINANCIAL CORPORATION | DOMINION PORTFOLIO MANAGEMENT, INC. | Aug 13, 2012 | Aug 20, 2012 | 7 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 309119:134139:TN:2023-03-31 | Mar 31, 2023 | Oct 7, 2022 | JACKSON, TN | Firm change after gap |
| 106918:309119:TN:2021-06-30 | Jun 30, 2021 | Jul 21, 2020 | JACKSON, TN | Firm change after gap |