DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jose Eduardo Cruz
Cambridge Investment Research Advisors, Inc.BD affiliatedCoral Gables, Fldual registrantIAPD 4790385
Feed of 09/14/2026
Also filed as Jose Cruz
At current firm
5 y
since Jul 28, 2021
In the industry
22 y
since Aug 16, 2004 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Cambridge Investment Research Advisors, Inc. BD affiliated currentsince Jul 28, 2021 · Coral Gables, Fl
- Kovack Advisors, Inc. BD affiliatedJun 13, 2014 to Jul 22, 2021 · Ft. Lauderdale, Fl
- Strategic Advisers LLC national BDDec 16, 2005 to Sep 30, 2009 · Boca Raton, Fl
Moves
a registration end followed by a registration begin elsewhere
- Kovack Advisors, Inc. to Cambridge Investment Research Advisors, Inc.left Jul 22, 2021, registered Jul 28, 2021 (6 days) · Affiliated broker-dealer or bank to another
- Strategic Advisers LLC to Kovack Advisors, Inc.left Sep 30, 2009, registered Jun 13, 2014 (1717 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address