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Current Employers
Cambridge Investment Research Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-06-29
FL RA APPROVED 2024-12-06
  • TX RA
    APPROVED_RES
    Since 2026-06-29
  • FL RA
    APPROVED
    Since 2024-12-06

Branch Locations

4767 New Broad St. Ste. 1034, Orlando, FL 32814 • 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
Edward Jones St Louis MO 07/2011 02/2019
Cetera Advisors Llc Denver CO 02/2019 11/2024
Synergy Wealth Alliance Maitland FL 02/2019 07/2020
Rotary Club Of Seminole County Sunset Lake Mary FL 02/2014 Present
Hidden Potential Florida Orlando FL 07/2021 Present
Cetera Investment Advisers Llc Schaumburg IL 01/2024 11/2024
Cambridge Investment Research, Inc. Fairfield IA 11/2024 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 11/2024 Present
  • 07/2011 → 02/2019
    St Louis, MO
  • 02/2019 → 11/2024
    Cetera Advisors Llc
    Denver, CO
  • 02/2019 → 07/2020
    Synergy Wealth Alliance
    Maitland, FL
  • 02/2014 → Present
    Rotary Club Of Seminole County Sunset
    Lake Mary, FL
  • 07/2021 → Present
    Hidden Potential Florida
    Orlando, FL
  • 01/2024 → 11/2024
    Schaumburg, IL
  • 11/2024 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 11/2024 → Present
    Fairfield, IA
Previous Registrations
  • 2024-02-16 → 2024-11-20
    Maitland, FL
  • 2019-02-25 → 2024-03-21
    Cetera Advisors Llc
    Maitland, FL
    Longwood, FL
    Lake Mary, FL
  • 2011-08-30 → 2019-02-26
    Deltona, FL
    St Louis, MO
    Longwood, FL
    Longwood, FL
    Maitland, FL
Other Businesses

1. HIDDEN POTENTIAL FLORIDA, LLC, 616 E 7th St, Sanford FL 32771, United States, 07/20/2021, W2 Employee, Administrative, NIR, 15/MO - 5/Trading 2. ROTARY CLUB OF SEMINOLE COUNTY SUNSET, 685 Towne Center Blvd, Sanford FL 32771, United States, 02/01/2014, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 3/MO - 0/Trading 3. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 12/06/2024 4. BULL AND BEAR WEALTH, 255 Primera Blvd #160, Lake Mary FL 32746, United States, 02/04/2025, IAR, DBA Name, INV REL, 160 HR/MO - 26 HR/MO TRADING 5. BULL AND BEAR WEALTH, 255 Primera Blvd #160, Lake Mary FL 32746, 02/2025, Life Insurance; financial advisor, Insurance/Benefits/Human Resources, INV REL, 160 HR/MO, 26 HR/MO TRADING.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-08-25
  • S66 Uniform Combined State Law Examination
    2011-08-25

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