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Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Westerville, OH
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 | Mar 8, 2020 | n/a | yes | Westerville, OH | Current employment |
| EDWARD JONES | National bd RIA | Jun 27, 2011 | Mar 10, 2020 | no | WESTERVILLE, OH|ST LOUIS, MO|COLUMBUS, OH | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Apr 15, 2011 | Jun 24, 2011 | no | COLUMBUS, OH|FORT LAUDERDALE, FL|COLUMBUS, OH|AKRON, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Mar 10, 2020 | Mar 8, 2020 | -2 | Firm change | Ibd to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | EDWARD JONES | Jun 24, 2011 | Jun 27, 2011 | 3 | Firm change | Wirehouse to ibd |