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
TN RA APPROVED 2025-06-13
TX RA APPROVED_RES 2025-06-09
CA RA APPROVED 2025-06-03
  • TN RA
    APPROVED
    Since 2025-06-13
  • TX RA
    APPROVED_RES
    Since 2025-06-09
  • CA RA
    APPROVED
    Since 2025-06-03

Branch Locations

320 Seven Springs Way Suite 320, Brentwood, TN 37027 • United States

425 Page Mill Rd. 2Nd Floor, Ste. 200, Palo Alto, CA 94306 • United States

Disclosures

4 disclosure categories 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 Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation Yes
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Brentwood TN 10/2010 04/2021
Aegis Capital Corp Brentwood TN 04/2021 06/2025
Cambridge Investment Research, Inc. Fairfield IA 06/2025 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 06/2025 Present
Previous Registrations
  • 2021-04-20 → 2025-07-03
    Brentwood, TN
    New York, NY
    Melville, NY
    Brentwood, TN
    Palo Alto, CA
  • 2010-11-10 → 2021-04-21
    Nashville, TN
    Nashville, TN
    Franklin, TN
    Palo Alto, CA
    Brentwood, TN
    Palo Alto, CA
  • 2007-02-13 → 2010-09-14
    Morgan Keegan & Company, Llc
    Nashville, TN
    Nashville, TN
  • 2006-01-11 → 2007-02-13
    Amsouth Investment Management Company Llc
    Memphis, TN
  • 2005-07-18 → 2006-01-04
    Morgan Stanley Dw Inc.
    Nashville, TN
Other Businesses

1. VAST WEALTH ADVISORS, 320 Seven Springs Way, Suite 320, Brentwood TN 37027, United States, 04/19/2021, Owner, DBA Name, INV REL, 160 HR/MO - 160 HR/MO TRADING 2. CRUMP, 6075 Poplar Avenue Suite 400 Memphis, TN 38119, Suite 400, Memphis TN 38119, United States, 06/02/2025, Wealth Advisor, Insurance/Benefits/Human Resources, NIR, 5 HR/MO - 5 HR/MO TRADING 3. PARTNERS FINANCIAL, 1250 S. Capital of Texas Hwy, #600, Austin TX 78746, United States, 06/02/2025, Insurance Agent, Insurance/Benefits/Human Resources, NIR, 40 HR/MO - 2 HR/MO TRADING 4. PARTNERS FINANCIAL ADVISORY BOARD, 1250 Capital of TX Hwy S. Building 2, Suite 600, Austin TX 78746, United States, 12/05/2023, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 2 HR/MO - 1 HR/MO TRADING 5. VAST MEDICAL, 320 Seven Springs Way, Suite 320, Brentwood TN 37027, United States, 06/02/2025, President, Collect and store medical data, NIR, 1 HR/MO - 1 HR/MO TRADING 6. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 06/2025 7. JESSICA JUNG, 1212 Laurel St, Apt 705, Nashville TN 37203-4097, United States, 07/21/2025, Referrals, NIR, 1 HR/MO - 0 HR/MO TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-07-14
  • S66 Uniform Combined State Law Examination
    2005-07-14
Designations
Other Names
  • Jessica Jung

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Brentwood, TN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor