Haider Sharifi

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2013 → Present
  Cambridge Investment Research Inc
  Fairfield, IA
• 11/2013 → Present
  Cambridge Investment Research Advisors Inc
  Fairfield, IA

Previous Registrations

• 2009-06-01 → 2013-11-20
  Morgan Stanley
  Richmond, VA
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Richmond, VA
• 2007-01-18 → 2007-04-02
  Morgan Stanley Dw Inc.
  Richmond, VA

Other Businesses

1) LAFAYETTE LIFE, 400 BROADWAY, CINCINNATI, OH, 11/2013, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 120 HRS/MO, 24 HRS/MO TRADING. 2) MUSIC AND ENTERTAINMENT, 1405 MANDERS KNOLL COURT, MIDLOTHIAN, VA, 10/01/1998, OWNER, MUSICIAN, NIR, 100 HRS/YR, 0 HRS/ YR TRADING. 3) PURPOSE & WEALTH LLC, 2550 GASKINS RD, HENRICO, VA, 01/2021, MANAGING MEMBER, TAX PURPOSES, 01/01/21, INV REL, 20 HRS/MO, 20 HRS/MO TRADING 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 11/2013, AS ADVISORY REP OF A RIA, INV REL, 80 HRS/MO, 80 HRS/MO TRADING. 5) COLUMBUS LIFE, 400 BROADWAY, CINCINNATI, OH, 01/2013, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 80 HRS/MO, 16 HRS/MO TRADING. 6) STONEHENGE MEN'S GOLF ASSOCIATION, 1000 FARNHAM DR., RICHMOND, VA, 01/2023, TREASURER, SPORTS ASSOCIATION, NIR, 10 HRS/MO, 4 HRS/MO TRADING. 7) PURPOSE & WEALTH LLC, 6219 Strongbow Dr., Moseley VA 23120, 07/08/2021, Owner, DBA Name, INV REL, 50 HR/MO, 32 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2007-01-12

Designations

• Certified Financial Planner