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Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Midlothian, VA
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 | Oct 17, 2024 | n/a | yes | Midlothian, VA | Current employment |
| WEALTHCARE ADVISORY PARTNERS LLC | Bd affiliated wealth | Nov 2, 2020 | Oct 21, 2024 | no | Midlothian, VA|WEST CHESTER, PA | Previous registration |
| COLONIAL RIVER WEALTH MANAGEMENT LLC | Independent wealth | Oct 28, 2016 | Nov 2, 2020 | no | MIDLOTHIAN, VA | Previous registration |
| OSAIC FA, INC. | Former SEC adviser | Jun 15, 2015 | Nov 1, 2016 | no | NEWPORT NEWS, VA|RICHMOND, VA|RICHMOND, VA|GLEN ALLEN, VA|VIRGINIA BEACH, VA|RICHMOND, VA|Midlothian, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTHCARE ADVISORY PARTNERS LLC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Oct 21, 2024 | Oct 17, 2024 | -4 | Firm change | RIA to ibd |
| COLONIAL RIVER WEALTH MANAGEMENT LLC | WEALTHCARE ADVISORY PARTNERS LLC | Nov 2, 2020 | Nov 2, 2020 | 0 | Firm change | RIA to RIA |
| OSAIC FA, INC. | COLONIAL RIVER WEALTH MANAGEMENT LLC | Nov 1, 2016 | Oct 28, 2016 | -4 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 3978:284839:VA:2016-11-01 | Nov 1, 2016 | Oct 28, 2016 | MIDLOTHIAN, VA | Firm change |