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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:

Current Employers
Cambridge Investment Research Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-15
FL RA APPROVED 2025-09-09
  • TX RA
    APPROVED
    Since 2026-01-15
  • FL RA
    APPROVED
    Since 2025-09-09

Branch Locations

424 Luna Bella Lane Ste. 135C, New Smyrna Beach, FL 32168 • United States

104 S Riverside Dr., New Smyrna Beach, FL 32168 • United States

Edgewater, FL • 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 07/2015 09/2025
Cambridge Investment Research, Inc. Fairfield IA 09/2025 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 09/2025 Present
Previous Registrations
  • 2015-09-23 → 2025-09-03
    New Smyrna Beach, FL
    St Louis, MO
    New Smyrna Beach, FL
    New Smyrna Beach, FL
Other Businesses

1. SOUTHEAST VOLUSIA KIWANIS, New Smyrna Beach FL 32168, United States, 09/01/2025, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 5 HR/MO - 3 HR/MO TRADING 2. ANGLER'S YACHT CLUB SCHOLARSHIP TRUST, 2 N Causeway, New Smyrna Beach FL 32169, United States, 09/02/2025, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 2 HR/MO - 0 HR/MO TRADING 3. ADVENTHEALTH NEW SMYRNA BEACH FOUNDATION, New Smyrna Beach FL 32168, United States, 09/01/2025, Treasurer, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 5 HR/MO - 1 HR/MO TRADING 4. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 09/09/2023, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-19
  • S66 Uniform Combined State Law Examination
    2015-09-19
Other Names
  • Bryan Tudeen

View on SEC IAPD

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