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

Jan 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S66

First exam

Jul 29, 2016

First registration

Aug 10, 2016

Dual registered

no

Other names

Geoffrey Alberstadt|Geoffrey Chisholm Alberstadt|Geoffrey C Alberstadt

IAPD individual key

6604959

• Occurred

  Feb 24, 2022
  Advisor changed firm

  Geoffrey Chisholm Alberstadt left Pnc Wealth Management for Cambridge Investment Research Advisors, Inc. (registered 2026-04-28)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a1bf4c8e-8ec4-c743-e96c-3f50c424bb51

First observed

Aug 10, 2016

Last observed

Sep 14, 2026 4 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.