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Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Moon Township, PA | Pittsburgh, PA
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 | May 5, 2020 | n/a | yes | Pittsburgh, PA|Moon Township, PA | Current employment |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | Bd affiliated wealth | Jun 1, 2017 | Jan 22, 2019 | no | CANONSBURG, PA | Previous registration |
| ROCKHAVEN CAPITAL MANAGEMENT, LLC | n/a | Nov 16, 2009 | Apr 14, 2017 | no | PITTSBURGH, PA | Previous registration |
| STRONG CAPITAL MANAGEMENT INC | n/a | Sep 30, 2002 | May 11, 2004 | no | PITTSBURGH, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS WEALTH SERVICES, L.P. | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Jan 22, 2019 | May 5, 2020 | 469 | Firm change after gap | Ibd to ibd |
| ROCKHAVEN CAPITAL MANAGEMENT, LLC | GOLDMAN SACHS WEALTH SERVICES, L.P. | Apr 14, 2017 | Jun 1, 2017 | 48 | Firm change | Other |
| STRONG CAPITAL MANAGEMENT INC | ROCKHAVEN CAPITAL MANAGEMENT, LLC | May 11, 2004 | Nov 16, 2009 | 2,015 | Firm change after gap | Other |