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Kristen Leigh Smith

Cambridge Investment Research Advisors, Inc.

Merrimac, MA

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Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-06-24
TX RA APPROVED 2026-06-16
  • MA RA
    APPROVED
    Since 2026-06-24
  • TX RA
    APPROVED
    Since 2026-06-16

Branch Locations

Merrimac, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Commonwealth Financial Network Waltham MA 09/2014 06/2026
Axial Financial Group Burlington MA 09/2014 06/2026
Cambridge Investment Research, Inc. Fairfield IA 06/2026 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 06/2026 Present
Previous Registrations
  • 2014-09-22 → 2026-06-17
    Commonwealth Financial Network
    Wakefield, MA
    Burlington, MA
    Merrimac, MA
    Merrimac, MA
  • 2010-01-29 → 2013-12-31
    Morgan Stanley
    Middleton, MA
  • 2003-07-15 → 2003-10-23
    Quick & Reilly, Inc.
    Burlington, MA
Other Businesses

1. CIRA, 1776 Pleasant Plain Road, Fairfield, IA 52556, 06/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-12-05
  • S66 Uniform Combined State Law Examination
    2001-12-05
Designations
Other Names
  • Kisten Leigh Smith
  • Kristen L. Coffman
  • Kristen Zavaski
  • Kristen Leigh Zavaski

View on SEC IAPD

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Other Investors

ADAM HOWELLS SCOTT
RICHARD GEORGE SNELLEY
MIHAI CRISTIAN POPA
ROBERT LOPORTO
RICHARD JOHN LEBRANTI
ALISON WILCOX
STEPHEN MICHAEL CARSON
DANIEL JEREMIAH LAHIFF

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ACCELERATE RETIREMENT · Burlington, MA
ACCELERATE RETIREMENT · Burlington, MA
ACCELERATE RETIREMENT · Burlington, MA
LPL FINANCIAL LLC · BURLINGTON, MA
RPG FAMILY WEALTH ADVISORY, LLC · BURLINGTON, MA
RISK PARADIGM GROUP, LLC · BURLINGTON, MA
EDELMAN FINANCIAL ENGINES · BURLINGTON, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BURLINGTON, MA

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