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Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Lake Wales, FL
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 | Mar 17, 2026 | n/a | yes | Lake Wales, FL | Current employment |
| EDWARD JONES | National bd RIA | Oct 6, 2023 | Mar 19, 2026 | no | LAKE WALES, FL | Previous registration |
| KALOS MANAGEMENT | Former SEC adviser | Aug 25, 2021 | Aug 18, 2022 | no | PONTE VEDRA BEACH, FL|Lake Wales, FL|Lake Wales, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Mar 19, 2026 | Mar 17, 2026 | -2 | Firm change | Ibd to ibd |
| KALOS MANAGEMENT | EDWARD JONES | Aug 18, 2022 | Oct 6, 2023 | 414 | Firm change after gap | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 250:134139:FL:2026-03-18 | Mar 19, 2026 | Mar 17, 2026 | LAKE WALES, FL | Firm change |