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RIA / WealthAdvisor17 years in industry

JOSHUA Irving BARTLETT

Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

York, ME

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Search this name across graphsid dfx:ria:9c4e50c0-70ae-cce1-382e-b3477199f564

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Aug 18, 2016 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Jan 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Aug 11, 2016
First registration: Aug 18, 2016
Dual registered: no
Other names: JOSHUA BARTLETT
IAPD individual key: 6628703

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Jun 15, 2026	n/a	yes	York, ME\|York, ME\|York, ME	Current employment
ARCA WEALTH, LLC	Independent wealth	Jan 24, 2020	Jul 7, 2026	no	PORTSMOUTH, NH	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Oct 3, 2017	Jun 29, 2018	no	Biddeford, ME	Previous registration
FLAGSHIP HARBOR ADVISORS, LLC	Independent wealth	Aug 18, 2016	Oct 5, 2017	no	HAMPTON, NH\|BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ARCA WEALTH, LLC	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Jul 7, 2026	Jun 15, 2026	-22	Firm change	RIA to ibd
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	ARCA WEALTH, LLC	Jun 29, 2018	Jan 24, 2020	574	Firm change after gap	Ibd to RIA
FLAGSHIP HARBOR ADVISORS, LLC	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Oct 5, 2017	Oct 3, 2017	-2	Firm change	Other

Relationships

Registered with (3)

→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Oct 3, 2017 to Jun 29, 2018factForm ADV
→ ARCA WEALTH, LLCRegistered adviserregistration: previous registration
Jan 24, 2020 to Jul 7, 2026factForm ADV
→ FLAGSHIP HARBOR ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 18, 2016 to Oct 5, 2017factForm ADV

Dated events

Occurred
Jul 7, 2026
Advisor changed firm
Joshua Irving Bartlett left Arca Wealth, Llc for Cambridge Investment Research Advisors, Inc. (registered 2026-06-15)
Form ADVobserved 6 days ago