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RIA / WealthAdvisordual registered (broker-dealer)37 years in industry

BARRY STANTON JEFFERY

Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Birmingham, AL

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Search this name across graphsid dfx:ria:c49226b0-1980-69f4-9e46-0ac31ae2fddf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Feb 25, 1994 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: Nov 2, 1988earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63
First exam: Nov 2, 1988
First registration: Feb 25, 1994
Dual registered: yes, broker-dealer
Other names: STAN JEFFERY
IAPD individual key: 1888381

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 24, 2024	n/a	yes	Birmingham, AL	Current employment
CAPITAL ANALYSTS	Bd affiliated wealth	Jun 4, 2012	Sep 25, 2024	no	HOOVER, AL	Previous registration
LINCOLN INVESTMENT	Independent wealth	Jun 1, 2012	Sep 25, 2024	no	HOOVER, AL\|CINCINNATI, OH\|Fort Washington, PA\|Union, KY\|PALM BEACH GARDENS, FL	Previous registration
CINCINNATI ANALYSTS, INC	Former SEC adviser	Feb 25, 1994	Jun 1, 2012	no	HOOVER, AL\|HOOVER, AL\|CINCINNATI, OH	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
CAPITAL ANALYSTS	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Sep 25, 2024	Sep 24, 2024	-1	Firm change	Ibd to ibd
LINCOLN INVESTMENT	CAPITAL ANALYSTS	Sep 25, 2024	Jun 4, 2012	-4,496	Firm change after gap	Other
CINCINNATI ANALYSTS, INC	LINCOLN INVESTMENT	Jun 1, 2012	Jun 1, 2012	0	Bulk transfer	Other

Relationships

Registered with (4)

→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: current employment
Sep 24, 2024 to presentfactForm ADV
→ CAPITAL ANALYSTSRegistered adviserregistration: previous registration
Jun 4, 2012 to Sep 25, 2024factForm ADV
→ LINCOLN INVESTMENTRegistered adviserregistration: previous registration
Jun 1, 2012 to Sep 25, 2024factForm ADV
→ CINCINNATI ANALYSTS, INCRegistered adviserregistration: previous registration
Feb 25, 1994 to Jun 1, 2012factForm ADV

Dated events

Occurred
Sep 25, 2024
Advisor changed firm
Barry Stanton Jeffery left Capital Analysts for Cambridge Investment Research Advisors, Inc. (registered 2024-09-24)
Form ADVobserved 5 days ago
Occurred
Sep 25, 2024
Advisor changed firm
Barry Stanton Jeffery left Lincoln Investment for Capital Analysts (registered 2012-06-04)
Form ADVobserved 5 days ago