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Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Locust, NC | Stanfield, NC
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 16, 2025 | n/a | yes | Stanfield, NC|Locust, NC | Current employment |
| FOUNDATIONS INVESTMENT ADVISORS LLC | Independent wealth | Jan 27, 2025 | Jun 17, 2025 | no | PHOENIX, AZ|CHARLOTTE, NC | Previous registration |
| ALLOY INVESTMENT MANAGEMENT | State registered | Dec 20, 2024 | Jun 16, 2025 | no | GREENVILLE, SC|CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS LLC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Jun 17, 2025 | Jun 16, 2025 | -1 | Firm change | RIA to ibd |
| ALLOY INVESTMENT MANAGEMENT | FOUNDATIONS INVESTMENT ADVISORS LLC | Jun 16, 2025 | Jan 27, 2025 | -140 | Firm change after gap | Other |