DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

Zachary Allen Shepard

Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Columbus, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ebe98e66-b81a-600a-6fd4-0e366f5a40ee

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 24, 2015 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: Apr 11, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Apr 11, 2015
First registration: Apr 24, 2015
Dual registered: yes, broker-dealer
Other names: ZACHARY SHEPARD
IAPD individual key: 6399643

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	Sep 17, 2024	n/a	yes	Columbus, OH	Current employment
HUNTINGTON FINANCIAL ADVISORS	Bd affiliated wealth	Mar 8, 2020	Apr 19, 2024	no	COLUMBUS, OH	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Jul 6, 2016	Feb 24, 2020	no	HILLIARD, OH\|COLUMBUS, OH\|COLUMBUS, OH\|COLUMBUS, OH\|WORTHINGTON, OH\|POWELL, OH\|MARYSVILLE, OH	Previous registration
EDWARD JONES	National bd RIA	Apr 24, 2015	Jan 28, 2016	no	COLUMBUS, OH\|TEMPE, AZ\|UPPER ARLINGTON, OH\|TEMPE, AZ	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
HUNTINGTON FINANCIAL ADVISORS	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Apr 19, 2024	Sep 17, 2024	151	Firm change	Ibd to ibd
PNC WEALTH MANAGEMENT	HUNTINGTON FINANCIAL ADVISORS	Feb 24, 2020	Mar 8, 2020	13	Firm change	Ibd to ibd
EDWARD JONES	PNC WEALTH MANAGEMENT	Jan 28, 2016	Jul 6, 2016	160	Firm change	Other

Relationships

Registered with (4)

→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: current employment
Sep 17, 2024 to presentfactForm ADV
→ HUNTINGTON FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Mar 8, 2020 to Apr 19, 2024factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jul 6, 2016 to Feb 24, 2020factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Apr 24, 2015 to Jan 28, 2016factForm ADV

Dated events

Occurred
Apr 19, 2024
Advisor changed firm
Zachary Allen Shepard left Huntington Financial Advisors for Cambridge Investment Research Advisors, Inc. (registered 2024-09-17)
Form ADVobserved 4 days ago