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.

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

May 5, 1986earliest registration or exam on IAPD

Years in industry

40derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66|S63|S65

First exam

May 5, 1986

First registration

Aug 26, 2011

Dual registered

yes, broker-dealer

IAPD individual key

1487327

• Occurred

  Mar 31, 2023
  Advisor changed firm

  Phillip Deere Bryant left Stonebridge Investment Advisors, Llc for Cambridge Investment Research Advisors, Inc. (registered 2022-10-10)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8a9d76a9-fe48-f0da-9dff-ce8abfae5a6e

First observed

Aug 26, 2011

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.