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Cambridge Investment Research Advisors, Inc. CRD 134139
$139B regulatory AUM 68,815 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED | 2026-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Melinda Rest Manager Versialles Rest | Braselton | GA | 07/1996 | 05/2017 |
| Kestra Advisory Services, Llc | Austin | TX | 04/2016 | 05/2017 |
| Private Client Services | Louisville | KY | 05/2017 | 12/2025 |
| Sfi Insurance Services, Inc. | Montclair | NJ | 01/1999 | Present |
| Sfi Advisors, Llc | Montclair | NJ | 05/2009 | Present |
| Sfi Advisors, Llc | Montclair | NJ | 05/2017 | 12/2025 |
| Kestra Investment Services, Llc | Austin | TX | 06/2006 | 05/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2026 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2026 | Present |
1. STRATEGIS ADVISORY GROUP LLC, 4860 W Moreno Street, Buford GA 30518, United States, 01/01/2026, Owner, Insurance/Benefits/Human Resources, INV REL, 80 HR/MO - 80 HR/MO TRADING 2. 4860 WEST MORENO LLC, 4860 W Moreno Street, Buford GA 30518, United States, 01/01/2026, Owner, Real Estate, NIR, 5 HR/MO - 0 HR/MO TRADING 3. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 01/06/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-29 |
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