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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED_RES | 2025-03-26 |
Branch Locations
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Orlando | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Orlando | FL | 11/2016 | 09/2017 |
| Moors & Cabot Inc | Winter Park | FL | 09/2017 | 02/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2025 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, 4/2025, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-17 |
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