Best Investors
Account
Sign in
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 |
|---|---|---|---|
| PA | RA | APPROVED | 2013-02-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicolaus & Co Inc | Allentown | PA | 11/2011 | Present |
| Cambridge Investment Research Inc. | Fairfield | IA | 02/2013 | Present |
| Cambridge Investment Research Advisors Inc. | Fairfield | IA | 02/2013 | Present |
1.REPPERT INSURANCE, 503 AUGUSTA DR W, READING, PA, 11/2013 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL. DEVOTES 10 HR/MO. 10/TRADING. 2.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 50 HR/WK - 6/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 3.TZ COLLECTIBLES, 503 Augusta Dr W, Reading PA 19608, United States, 07/26/2021, Owner, Retail Sales/Distribution, NIR, 8 HR/MO - 0 HR/MO TRADING 4. REPPERT WEALTH MANAGEMENT DBA, 503 Augusta Dr W, Reading PA 19608, United States, 09/01/2025, Investment Advisor Representative, DBA Name, INV REL, 120 HR/MO - 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-07 |
Reach out to this advisor