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Advisor at BRIDGEPORT FINANCIAL SOLUTIONS
Boxborough, MA
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 |
|---|---|---|---|---|---|---|
| BRIDGEPORT FINANCIAL SOLUTIONS | Independent wealth | Jul 3, 2024 | n/a | yes | Boxborough, MA | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Mar 6, 2024 | Dec 31, 2025 | no | Boxborough, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | BRIDGEPORT FINANCIAL SOLUTIONS | Dec 31, 2025 | Jul 3, 2024 | -546 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134139:325485:MA:2025-12-31 | Dec 31, 2025 | Jul 3, 2024 | BOXBOROUGH, MA | Firm change after gap |