DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Wayne, PA
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 | Jun 22, 2018 | n/a | yes | Wayne, PA | Current employment |
| THE WHARTON ADVISORY GROUP, LLC | Former SEC adviser | Apr 4, 2012 | Jul 5, 2018 | no | WAYNE, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE WHARTON ADVISORY GROUP, LLC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Jul 5, 2018 | Jun 22, 2018 | -13 | Firm change | RIA to ibd |