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Olivia Danielle Inglett

Cambridge Investment Research Advisors, Inc.

Kingstowne, VA

CRD 6649477

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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
VA RA APPROVED 2026-04-23
TX RA APPROVED_RES 2026-04-22
  • VA RA
    APPROVED
    Since 2026-04-23
  • TX RA
    APPROVED_RES
    Since 2026-04-22

Branch Locations

5680 King Centre Dr, Suite 600 , Kingstowne, VA 22315 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
First Command Advisory Services Fort Worth TX 11/2016 01/2026
First Command Financial Planning , Inc Fort Worth TX 11/2016 01/2026
First Command Insurance Services Inc. Fort Worth TX 11/2016 01/2026
First Command Advisory Services Fort Worth TX 06/2016 10/2016
Cambridge Investment Research Advisors, Inc. Fairfield IA 04/2026 Present
Cambridge Investment Research, Inc. Fairfield IA 04/2026 Present
Previous Registrations
Other Businesses

1. NEW CHAPTER, LLC, 323 Yacht Club Dr, Berlin MD 21811, United States, 12/19/2025, Owner, Real Estate, NIR, 1 HR/MO - 0 HR/MO TRADING 2. OLIVIA INGLETT, 2783 Noble Fir Ct, Woodbridge VA 22192, United States, 04/17/2026, Agent, Insurance/Benefits/Human Resources, NIR, 10 HR/MO - 10 HR/MO TRADING 3. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 05/07/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-03
  • S66 Uniform Combined State Law Examination
    2016-10-03
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Olivia Inglett
  • Olivia Danielle Marshall

View on SEC IAPD

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