Demian Emilio Penton

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

• 09/2010 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 09/2010 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA

Previous Registrations

• 2007-02-07 → 2010-09-21
  Edward Jones
  Deland, FL
  St Louis, MO
  Deland, FL
  Orange City, FL

Other Businesses

1) DEMIAN PENTON, INDEPENDENT INSURANCE AGENT,6930 W LINEBAUGH AVE,, TAMPA, FL, 3/2007 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 20 HR/YR - 0/TRADING. 2) PENTON WEALTH MANAGEMENT, 6930 W LINEBAUGH AVE, TAMPA, FL, 11/04/2010 AS OWNER OF S-CORP FOR LIABILITY PURPOSES. DEVOTES 0 HR/WK. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 240 HR/MO - 4/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 4) ST PAUL CATHOLIC CHURCH, 12708 N DALE MABRY HWY, TAMPA, FL, 08/2019. BOARD MEMBER ON FINANCE COUNCIL, REVIEW FINANCIAL STATEMENTS WITH BOARD MEMBERS. NIR-3/MO-0/TRADING. 5) GRANITE WORK, 3904 South 51st Street, Tampa FL 33619, 05/20/2024, Helping a friend with projects on a Granite business, 1099 Contractor, NIR, 40 HR/MO, 0 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2007-02-02

Other Names

• Demian Sanchez-Rached
• Demian Penton