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Current Employers
Cambridge Investment Research Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-02-15
  • OH RA
    APPROVED
    Since 2023-02-15

Branch Locations

230 Main Street, Bellville, OH 44813 • 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
E.S. Beveridge & Associates Mansfield OH 10/2004 01/2021
Neoventure Mansfield OH 07/2012 Present
Esb Wealth Management, Llc Mansfield OH 08/2014 Present
Trustmont Financial Group, Inc. Greensburg PA 12/2016 10/2018
Invicta Capital Monroeville PA 11/2018 02/2023
Cambridge Investment Research, Inc. Fairfield IA 02/2023 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 02/2023 Present
  • 10/2004 → 01/2021
    E.S. Beveridge & Associates
    Mansfield, OH
  • 07/2012 → Present
    Neoventure
    Mansfield, OH
  • 08/2014 → Present
    Esb Wealth Management, Llc
    Mansfield, OH
  • 12/2016 → 10/2018
    Trustmont Financial Group, Inc.
    Greensburg, PA
  • 11/2018 → 02/2023
    Invicta Capital
    Monroeville, PA
  • 02/2023 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 02/2023 → Present
    Fairfield, IA
Previous Registrations
  • 2018-11-15 → 2023-02-15
    Federal Way, WA
    Oakmont, PA
  • 2016-04-12 → 2020-12-23
    Esb Wealth Management, Llc
    Mansfield, OH
  • 2018-02-02 → 2018-11-29
    Tacoma, WA
    Greensburg, PA
  • 2014-08-13 → 2016-04-12
    Esb Wealth Management, Llc
    Mansfield, OH
  • 2009-09-30 → 2012-08-20
    Concourse Financial Group Securities, Inc.
    Mansfield, OH
Other Businesses

1. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 02/15/2023 2. ESB W&I LLC, 111 Park Avenue East, Mansfield OH 44901, United States, 04/2023, Owner, DBA Name, Investment Related, 160 HR/MO, 150 HR/MO Trading 3. ESB W&I LLC, 111 Park Avenue East, Mansfield OH 44901, United States, 04/2023, Agent, DBA Name, Investment Related, 10 HR/MO, 2 HR/MO Trading 4. ARSA LLC, 111 Park Avenue East, Mansfield OH 44901, 01/2000, Owner, Real Estate, NIR, 0 HR/MO , 0 HR/MO Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-09-28
  • S66 Uniform Combined State Law Examination
    2009-09-28
Other Names
  • Adam Michael Beveridge

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