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.

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

Mar 5, 2004earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65|S66

First exam

Mar 5, 2004

First registration

Oct 10, 2012

Dual registered

no

Other names

PAUL COONEY|PAUL BERNARD COONEY

IAPD individual key

4748586

• Occurred

  Apr 15, 2025
  Advisor changed firm

  Paul Bernard Cooney left The Patriot Financial Group, Llc for Cambridge Investment Research Advisors, Inc. (registered 2025-05-22)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:fa7dde1f-e7a5-1d98-6105-d43d44a88e68

First observed

Oct 10, 2012

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.