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Meharena Yikalo Tukabo

Cambridge Investment Research Advisors, Inc.

Houston, TX

CRD 2850307

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Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Market timing

From the firm’s Form ADV. Read the guides:

Current Employers
Cambridge Investment Research Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-03-01
  • TX RA
    APPROVED
    Since 2019-03-01

Branch Locations

6910 Bellaire Suite 7, Houston, TX 77074 • 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
Ccf Investments Greensboro GA 01/2006 06/2017
Ameritas Investment Corp. Lincoln NE 06/2017 03/2019
Cambridge Investment Research Advisors, Inc. Fairfield IA 03/2019 Present
Cambridge Investment Research, Inc. Fairfield IA 03/2019 Present
  • 01/2006 → 06/2017
    Ccf Investments
    Greensboro, GA
  • 06/2017 → 03/2019
    Ameritas Investment Corp.
    Lincoln, NE
  • 03/2019 → Present
    Fairfield, IA
  • 03/2019 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
Other Businesses

1.EXP REALTY - UNIVERSAL SELECT, 5906 JESSAMINE ST STE B-8, HOUSTON, TX, 03/2002. REAL ESTATE BROKER, SELLING AND LEASING REAL ESTATE. NIR-20/WK-2/TRADING. 2. ZAMBAZI AUTO SERVICES, 5609 BELLAIRE STE B, HOUSTON, TX, 02/2011. OWNER, AUTOMOTIVE REPAIR. NIR-10/WK-0/TRADING. 3. INDEPENDENT INSURANCE AGENT, 5906 JESSAMINE ST STE B-8, HOUSTON, TX, 02/1995. VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL-10/WK-10/TRADING. 4. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL 10/WK-10/TRADING. SEE EMPLOYMENT FOR START DATE. 5. YIKALO FINANCIAL, 5906 JESSAMINE ST, STE B-8, HOUSTON, TX, DBA- YIKALO FINANCIAL, PRESIDENT, 08/27/19, INV REL, 10/WK- 10/TRADING

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-13
S63 Uniform Securities Agent State Law Examination 1997-02-10
  • S65 Uniform Investment Adviser Law Examination
    2018-12-13
  • S63 Uniform Securities Agent State Law Examination
    1997-02-10

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