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

Nov 11, 2011earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Nov 11, 2011

First registration

Jan 10, 2012

Dual registered

yes, broker-dealer

Other names

JONATHAN HORNSBY

IAPD individual key

5905497

• Occurred

  Sep 6, 2023
  Advisor changed firm

  Jonathan Scott Hornsby left Oak Tree Financial Services, Llc for Cambridge Investment Research Advisors, Inc. (registered 2023-08-01)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b669aad6-1332-bdcc-d6e0-043dbb23732a

First observed

Jan 10, 2012

Last observed

Sep 14, 2026 7 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.