Best Investors Account Sign in
Current Employers
Cambridge Investment Research Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-12-13
  • PA RA
    APPROVED
    Since 2024-12-13

Branch Locations

535 N Church St. Ste. 302, West Chester, PA 19380 • United States

West Chester, PA • 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
The Investment Center Inc West Chester PA 01/2013 12/2024
Ic Advisory Services Inc West Chester PA 06/2013 12/2024
Cambridge Investment Research, Inc. Fairfield IA 12/2024 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 12/2024 Present
  • 01/2013 → 12/2024
    The Investment Center Inc
    West Chester, PA
  • 06/2013 → 12/2024
    Ic Advisory Services Inc
    West Chester, PA
  • 12/2024 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 12/2024 → Present
    Fairfield, IA
Previous Registrations
  • 2013-06-28 → 2024-12-16
    Ic Advisory Services, Inc.
    West Chester, PA
    Bedminster, NJ
    West Chester, PA
Other Businesses

1. KRISTEN M. TAYLOR, 535 N. Church St., Ste 302, West Chester PA 19380, United States, 07/01/2013, Agent, Insurance/Benefits/Human Resources, INV REL, 20 HR/MO - 20 HR/MO TRADING 2. SLA FINANCIAL LLC, 535 N. Church St., Ste 302, West Chester PA 19382, United States, 02/01/2018, Owner, Owner/Partner of a Business Entity, NIR, 0 HR/MO - 0 HR/MO TRADING 3.SLA FINANCIAL, 535 N. Church St., Ste 302, West Chester PA 19380, United States, 07/01/2013, IAR, DBA Name, INV REL, 60 HR/MO - 60 HR/MO TRADING 4. KRISTEN M. TAYLOR, Multiple Schools, West Chester PA 19382, United States, 07/01/2013, Teacher, Author/Educator/Podcast/Speaker, NIR, 1 HR/MO - 1 HR/MO TRADING 5. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 12/2024

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-03-18
  • S66 Uniform Combined State Law Examination
    2013-03-18
Designations
Other Names
  • Kristen Michelle Lacy

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in West Chester, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor