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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)18 years in industry

NARINE K MARDANYAN

Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Laguna Hills, CA

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Search this name across graphsid dfx:ria:c1e2128f-8601-0427-e277-0cf7cd489aaa

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Dec 21, 2007 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: Dec 12, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Dec 12, 2007
First registration: Dec 21, 2007
Dual registered: yes, broker-dealer
Other names: NARINE KAPRIYELOVA|NARINE MARDANYAN
IAPD individual key: 5394252

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	Sep 2, 2025	n/a	yes	Laguna Hills, CA	Current employment
VALLEY WEALTH STRATEGIES, LLC	Independent wealth	Jan 12, 2018	Sep 3, 2025	no	Lake Forest, CA\|Laguna Hills, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 29, 2017	Apr 4, 2018	no	LAKE FOREST, CA\|LAGUNA HILLS, CA	Previous registration
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	Former SEC adviser	Jan 19, 2011	Nov 29, 2017	no	LAKE FOREST, CA\|LAKE FOREST, CA	Previous registration
VOYA FINANCIAL PARTNERS, LLC	Former SEC adviser	Jun 18, 2008	Aug 20, 2009	no	WINDSOR, CT\|SPRINGFIELD, MA\|LATHAM, NY\|SPRINGFIELD, MA	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Dec 21, 2007	Apr 7, 2008	no	SPRINGFIELD, 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
VALLEY WEALTH STRATEGIES, LLC	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Sep 3, 2025	Sep 2, 2025	-1	Firm change	RIA to ibd
LPL FINANCIAL LLC	VALLEY WEALTH STRATEGIES, LLC	Apr 4, 2018	Jan 12, 2018	-82	Firm change after gap	RIA to RIA
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	LPL FINANCIAL LLC	Nov 29, 2017	Nov 29, 2017	0	Firm change	Other
VOYA FINANCIAL PARTNERS, LLC	NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	Aug 20, 2009	Jan 19, 2011	517	Firm change after gap	Other
MORGAN STANLEY & CO. LLC	VOYA FINANCIAL PARTNERS, LLC	Apr 7, 2008	Jun 18, 2008	72	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
6413:289737:CA:2018-04-04	Apr 4, 2018	Jan 12, 2018	LAGUNA HILLS, CA	Firm change after gap
29604:6413:CA:2017-11-29	Nov 29, 2017	Nov 29, 2017	LAKE FOREST, CA	Firm change

Relationships

Registered with (6)

→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: current employment
Sep 2, 2025 to presentfactForm ADV
→ VALLEY WEALTH STRATEGIES, LLCRegistered adviserregistration: previous registration
Jan 12, 2018 to Sep 3, 2025factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Nov 29, 2017 to Apr 4, 2018factForm ADV
→ NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)Registered adviserregistration: previous registration
Jan 19, 2011 to Nov 29, 2017factForm ADV
→ VOYA FINANCIAL PARTNERS, LLCRegistered adviserregistration: previous registration
Jun 18, 2008 to Aug 20, 2009factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Dec 21, 2007 to Apr 7, 2008factForm ADV

Dated events

Occurred
Sep 3, 2025
Advisor changed firm
Narine K Mardanyan left Valley Wealth Strategies, Llc for Cambridge Investment Research Advisors, Inc. (registered 2025-09-02)
Form ADVobserved 4 days ago