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Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Montgomery, TX | Burleson, 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 | Jan 16, 2025 | n/a | yes | Montgomery, TX|Burleson, TX | Current employment |
| KESTRA ADVISORY SERVICES, LLC | Bd affiliated wealth | Aug 16, 2021 | Jan 17, 2025 | no | AUSTIN, TX|Burleson, TX | Previous registration |
| ADVISOR RESOURCE COUNCIL | Independent wealth | Apr 4, 2017 | Aug 16, 2021 | no | Burleson, TX|DALLAS, TX | Previous registration |
| MAVERICK WEALTH MANAGEMENT | n/a | Jun 10, 2015 | Mar 22, 2017 | no | BURLESON, TX | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | May 7, 2015 | Jul 20, 2017 | no | BURLESON, TX|BURLESON, TX|DALLAS, TX | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Sep 10, 2008 | May 28, 2015 | no | FORT WORTH, TX|BURLESON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Jan 17, 2025 | Jan 16, 2025 | -1 | Firm change | Ibd to ibd |
| ADVISOR RESOURCE COUNCIL | KESTRA ADVISORY SERVICES, LLC | Aug 16, 2021 | Aug 16, 2021 | 0 | Firm change | Ibd to ibd |
| LPL FINANCIAL LLC | MAVERICK WEALTH MANAGEMENT | Jul 20, 2017 | Jun 10, 2015 | -771 | Firm change after gap | Other |
| MAVERICK WEALTH MANAGEMENT | ADVISOR RESOURCE COUNCIL | Mar 22, 2017 | Apr 4, 2017 | 13 | Firm change | Other |
| AMERIPRISE FINANCIAL SERVICES, LLC | LPL FINANCIAL LLC | May 28, 2015 | May 7, 2015 | -21 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 283330:134139:TX:2025-01-17 | Jan 17, 2025 | Jan 16, 2025 | BURLESON, TX | Firm change |
| 164109:283330:TX:2021-08-16 | Aug 16, 2021 | Aug 16, 2021 | DALLAS, TX | Firm change |
| 6413:226664:TX:2017-07-20 | Jul 20, 2017 | Jun 10, 2015 | DALLAS, TX | Firm change after gap |
| 226664:164109:TX:2017-03-22 | Mar 22, 2017 | Apr 4, 2017 | BURLESON, TX | Firm change |
| 6363:6413:TX:2015-05-19 | May 28, 2015 | May 7, 2015 | BURLESON, TX | Firm change |