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

Jun 1, 1994earliest registration or exam on IAPD

Years in industry

32derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Mar 1, 2000

First registration

Jan 1, 2002

Dual registered

yes, broker-dealer

IAPD individual key

3134569

• Occurred

  Aug 16, 2024
  Advisor changed firm

  Lovie Tajuania Leach left Money Concepts Advisory Service for Cambridge Investment Research Advisors, Inc. (registered 2024-07-19)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:fb79f056-d245-4182-a208-8b5c5bcdd51c

First observed

Jan 1, 2002

Last observed

Sep 14, 2026 7 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.