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Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Omaha, NE
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 | Jan 5, 2026 | n/a | yes | Omaha, NE | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jul 19, 2023 | Sep 10, 2025 | no | OMAHA, NE | Previous registration |
| BANCWEST INVESTMENT SERVICES, INC. (BWIS) | Former SEC adviser | Feb 4, 2011 | Jul 25, 2023 | no | OMAHA, NE|OMAHA, NE|OMAHA, NE|Omaha, NE|DENVER, CO|Omaha, NE|OMAHA, NE|GREENWOOD VILLAGE, CO|OMAHA, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Sep 10, 2025 | Jan 5, 2026 | 117 | Firm change | Ibd to ibd |
| BANCWEST INVESTMENT SERVICES, INC. (BWIS) | LPL FINANCIAL LLC | Jul 25, 2023 | Jul 19, 2023 | -6 | Bulk transfer | Ibd to ibd |