Kayla Marie Pelletier

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

Authority	Category	Status	Date
FL	RA	APPROVED	2025-01-01

FL RA
APPROVED

Since 2025-01-01

Branch Locations

St. Petersburg, 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

Organization	City	State	From	To
Cambridge Investment Research	Fairfield	IA	01/2020	Present
Cambridge Investment Research	Fairfield	IA	01/2016	Present
Cambridge Investment Research Advisors, Inc.	Fairfield	IA	02/2021	Present

01/2020 → Present

Cambridge Investment Research

Fairfield, IA
01/2016 → Present

Cambridge Investment Research

Fairfield, IA
02/2021 → Present

Cambridge Investment Research Advisors, Inc.

Fairfield, IA

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. 03/19/21 2) MODERN-WEALTH, 6710 Professional Parkway, Suite 201B, Sarasota FL 34240, 02/2024, Investment Advisor Representative, Employee (receive a W-2), INV REL, 160 HR/MO, 160 HR/MO TRADING.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-10-17

S66 Uniform Combined State Law Examination

2020-10-17

View on SEC IAPD