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Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Mayfield Heights, 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 | Nov 1, 2024 | n/a | yes | Mayfield Heights, OH | Current employment |
| AVANTAX ADVISORY SERVICES | Former SEC adviser | Apr 25, 2024 | Oct 16, 2024 | no | DALLAS, TX|Garrettsville, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AVANTAX ADVISORY SERVICES | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Oct 16, 2024 | Nov 1, 2024 | 16 | Firm change | Ibd to ibd |