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Advisor at UNITED ADVISOR GROUP
CINCINNATI, OH | Franklin, TN
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 |
|---|---|---|---|---|---|---|
| UNITED ADVISOR GROUP | Independent wealth | Feb 6, 2024 | n/a | yes | CINCINNATI, OH|Franklin, TN | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Apr 1, 2021 | Jul 26, 2023 | no | Brentwood, TN|Franklin, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | UNITED ADVISOR GROUP | Jul 26, 2023 | Feb 6, 2024 | 195 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134139:324205:TN:2023-07-26 | Jul 26, 2023 | Feb 6, 2024 | FRANKLIN, TN | Firm change |