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RIA / WealthAdvisordual registered (broker-dealer)36 years in industry

STEPHEN RUSSELL STORY

Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Douglas, GA

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Search this name across graphsid dfx:ria:ebd36159-3ebc-71ef-3236-af51d0dda74c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Aug 4, 2003 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: Jan 2, 1990earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Jan 2, 1990
First registration: Aug 4, 2003
Dual registered: yes, broker-dealer
Other names: RUSS STORY
IAPD individual key: 2002474

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	Mar 30, 2026	n/a	yes	Douglas, GA	Current employment
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Mar 20, 2023	Apr 1, 2026	no	PERRY, FL\|DOUGLAS, GA	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Mar 22, 2021	Jun 29, 2023	no	DOUGLAS, GA\|PERRY, FL	Previous registration
SUMMIT FINANCIAL GROUP INC	Former SEC adviser	Aug 18, 2014	May 20, 2021	no	DOUGLAS, GA	Previous registration
WILBANKS SECURITIES ADVISORY	Former SEC adviser	Sep 9, 2003	Sep 9, 2003	no	DOUGLAS, GA	Previous registration
CANTELLA & CO., INC.	Former SEC adviser	Sep 8, 2003	Aug 25, 2014	no	DOUGLAS, GA	Previous registration
RAYMOND JAMES FINANCIAL SERVICES, INC.	n/a	Aug 4, 2003	Aug 27, 2003	no	DOUGLAS, GA	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
CETERA INVESTMENT ADVISERS LLC	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Apr 1, 2026	Mar 30, 2026	-2	Firm change	Ibd to ibd
CETERA ADVISOR NETWORKS LLC	CETERA INVESTMENT ADVISERS LLC	Jun 29, 2023	Mar 20, 2023	-101	Bulk transfer	Ibd to ibd
SUMMIT FINANCIAL GROUP INC	CETERA ADVISOR NETWORKS LLC	May 20, 2021	Mar 22, 2021	-59	Channel change	Ibd to ibd
CANTELLA & CO., INC.	WILBANKS SECURITIES ADVISORY	Aug 25, 2014	Sep 9, 2003	-4,003	Firm change after gap	Other
WILBANKS SECURITIES ADVISORY	SUMMIT FINANCIAL GROUP INC	Sep 9, 2003	Aug 18, 2014	3,996	Firm change after gap	Other
RAYMOND JAMES FINANCIAL SERVICES, INC.	CANTELLA & CO., INC.	Aug 27, 2003	Sep 8, 2003	12	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
109485:13572:GA:2021-05-20	May 20, 2021	Mar 22, 2021	DOUGLAS, GA	Firm change after gap

Relationships

Registered with (7)

→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: current employment
Mar 30, 2026 to presentfactForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Mar 20, 2023 to Apr 1, 2026factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Mar 22, 2021 to Jun 29, 2023factForm ADV
→ SUMMIT FINANCIAL GROUP INCRegistered adviserregistration: previous registration
Aug 18, 2014 to May 20, 2021factForm ADV
→ CANTELLA & CO., INC.Registered adviserregistration: previous registration
Sep 8, 2003 to Aug 25, 2014factForm ADV
→ WILBANKS SECURITIES ADVISORYRegistered adviserregistration: previous registration
Sep 9, 2003 to Sep 9, 2003factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Aug 4, 2003 to Aug 27, 2003factForm ADV

Dated events

Occurred
Apr 1, 2026
Advisor changed firm
Stephen Russell Story left Cetera Investment Advisers Llc for Cambridge Investment Research Advisors, Inc. (registered 2026-03-30)
Form ADVobserved 3 days ago