DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner17 years in industry

ELIZABETH ANNE BARRY

Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Lake Oswego, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d561f20f-6fd5-b3b8-8adf-925d84c6f1f5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 30, 2009 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: Apr 9, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Apr 9, 2009
First registration: Apr 30, 2009
Dual registered: no
Other names: ELIZABETH BARRY
IAPD individual key: 5631503

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	Jan 2, 2025	n/a	yes	Lake Oswego, OR	Current employment
WILLAMETTE FINANCIAL ADVISORS, LLC	Independent wealth	Oct 21, 2022	Dec 31, 2024	no	PORTLAND, OR	Previous registration
INTEGRAL FINANCIAL SOLUTIONS, LLC	Former SEC adviser	Aug 12, 2011	Aug 31, 2012	no	SAN FRANCISCO, CA	Previous registration
WADDELL & REED	Former SEC adviser	Apr 30, 2009	Jul 23, 2011	no	SEATTLE, WA	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
WILLAMETTE FINANCIAL ADVISORS, LLC	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Dec 31, 2024	Jan 2, 2025	2	Firm change	RIA to ibd
INTEGRAL FINANCIAL SOLUTIONS, LLC	WILLAMETTE FINANCIAL ADVISORS, LLC	Aug 31, 2012	Oct 21, 2022	3,703	Firm change after gap	Other
WADDELL & REED	INTEGRAL FINANCIAL SOLUTIONS, LLC	Jul 23, 2011	Aug 12, 2011	20	Firm change	Other

Relationships

Registered with (4)

→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: current employment
Jan 2, 2025 to presentfactForm ADV
→ WILLAMETTE FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 21, 2022 to Dec 31, 2024factForm ADV
→ INTEGRAL FINANCIAL SOLUTIONS, LLCRegistered adviserregistration: previous registration
Aug 12, 2011 to Aug 31, 2012factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Apr 30, 2009 to Jul 23, 2011factForm ADV

Dated events

Occurred
Dec 31, 2024
Advisor changed firm
Elizabeth Anne Barry left Willamette Financial Advisors, Llc for Cambridge Investment Research Advisors, Inc. (registered 2025-01-02)
Form ADVobserved 6 days ago