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RIA / WealthAdvisordual registered (broker-dealer)34 years in industry

Robert L Sheets

Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Maryville, TN

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Search this name across graphsid dfx:ria:e97c6a1d-75b2-9ec7-1b2c-85dd5d44bf96

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jan 27, 2004 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: Jul 24, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Jul 24, 1992
First registration: Jan 27, 2004
Dual registered: yes, broker-dealer
Other names: ROBBY SHEETS|ROB SHEETS|ROBERT LLOYD SHEETS
IAPD individual key: 2255862

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	Jun 6, 2022	n/a	yes	Maryville, TN	Current employment
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Jul 17, 2020	Jun 3, 2022	no	MARYVILLE, TN	Previous registration
INVESTACORP ADVISORY SERVICES INC	Former SEC adviser	Feb 1, 2018	Jul 17, 2020	no	MARYVILLE, TN	Previous registration
WMG FINANCIAL ADVISORS, LLC	Independent wealth	Aug 15, 2017	Feb 9, 2018	no	KNOXVILLE, TN	Previous registration
OSAIC FS, INC.	Former SEC adviser	Apr 5, 2011	Dec 17, 2017	no	MARYVILLE, TN\|KNOXVILLE, TN\|MARYVILLE, TN	Previous registration
SSN ADVISORY, INC.	Former SEC adviser	Jan 27, 2004	Jul 21, 2009	no	MARYVILLE, TN	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
SECURITIES AMERICA ADVISORS, INC.	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Jun 3, 2022	Jun 6, 2022	3	Firm change	Ibd to ibd
INVESTACORP ADVISORY SERVICES INC	SECURITIES AMERICA ADVISORS, INC.	Jul 17, 2020	Jul 17, 2020	0	Bulk transfer	Ibd to ibd
WMG FINANCIAL ADVISORS, LLC	INVESTACORP ADVISORY SERVICES INC	Feb 9, 2018	Feb 1, 2018	-8	Firm change	Other
OSAIC FS, INC.	WMG FINANCIAL ADVISORS, LLC	Dec 17, 2017	Aug 15, 2017	-124	Firm change after gap	Other
SSN ADVISORY, INC.	OSAIC FS, INC.	Jul 21, 2009	Apr 5, 2011	623	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
3870:285824:TN:2017-12-17	Dec 17, 2017	Aug 15, 2017	MARYVILLE, TN	Firm change after gap

Relationships

Registered with (6)

→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: current employment
Jun 6, 2022 to presentfactForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Jul 17, 2020 to Jun 3, 2022factForm ADV
→ INVESTACORP ADVISORY SERVICES INCRegistered adviserregistration: previous registration
Feb 1, 2018 to Jul 17, 2020factForm ADV
→ WMG FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 15, 2017 to Feb 9, 2018factForm ADV
→ OSAIC FS, INC.Registered adviserregistration: previous registration
Apr 5, 2011 to Dec 17, 2017factForm ADV
→ SSN ADVISORY, INC.Registered adviserregistration: previous registration
Jan 27, 2004 to Jul 21, 2009factForm ADV

Dated events

Occurred
Jun 3, 2022
Advisor changed firm
Robert L Sheets left Securities America Advisors, Inc. for Cambridge Investment Research Advisors, Inc. (registered 2022-06-06)
Form ADVobserved 4 days ago