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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 |
|---|---|---|---|
| UT | RA | APPROVED | 2024-07-01 |
| TX | RA | APPROVED | 2023-05-24 |
Branch Locations
6440 N Central Expway. Ste. 315, Dallas, TX 75206 • United States
Park City, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc | Dallas | TX | 05/2016 | 11/2016 |
| United Planners Financial Services | Scottsdale | AZ | 11/2016 | 05/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2023 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2023 | Present |
| Transamerica Financial Advisors, Inc | Dallas | TX | 05/2011 | 11/2016 |
1) CIRA, Fairfield, IA 52556, 05/24/2023, IAR, CIRA Affiliation, INV REL, 160 HR/MO 120 HR/MO TRADINg 2) PRIMARY WEALTH GROUP, 6440 N. Central Expwy. #315, Dallas TX 75225, 04/2025, Investment Advisor Representative, DBA Name, INV REL, 120 HR/MO, 32 HR/MO TRADING. 3) THE PROFESSOR'S ADVISOR, 6440 N CENTRAL EXPY #315 DALLAS TX, 05/01/2024, IAR, DBA, INV REL, 15 HR/MO 15 HR/MO TRADING 4) SHARON STARK, 6440 N. Central Expwy. #315, Dallas TX 75206, United States, 07/21/2025, Agent, Insurance/Benefits/Human Resource, NIR, 1 HR/MO 1 HR/MO TRADING 5) SHARON STARK--AUTHOR, #315, Dallas TX 75206, United States, 07/21/2025, Author of Book "Your Retirement GPS", Author/Educator/Podcast/Speaker, NIR, 1 HR/MO 1 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-06-03 |
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