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Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Wall, NJ
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 | Jun 16, 2026 | n/a | yes | Wall, NJ | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Mar 6, 2025 | Jun 24, 2026 | no | WALL, NJ | Previous registration |
| IC ADVISORY SERVICES, INC. | Former SEC adviser | May 2, 2018 | Mar 6, 2025 | no | WALL, NJ|BEDMINSTER, NJ | Previous registration |
| WORLD ADVISORY SERVICES | Former SEC adviser | Jul 31, 2014 | May 16, 2018 | no | WALL, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Jun 24, 2026 | Jun 16, 2026 | -8 | Firm change | Ibd to ibd |
| IC ADVISORY SERVICES, INC. | LPL FINANCIAL LLC | Mar 6, 2025 | Mar 6, 2025 | 0 | Bulk transfer | Ibd to ibd |
| WORLD ADVISORY SERVICES | IC ADVISORY SERVICES, INC. | May 16, 2018 | May 2, 2018 | -14 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6413:134139:NJ:2026-06-24 | Jun 24, 2026 | Jun 16, 2026 | WALL, NJ | Firm change |
| 20626:140190:NJ:2018-05-16 | May 16, 2018 | May 2, 2018 | WALL, NJ | Firm change |