Robert Anthony Egan

Current Employers

Cambridge Investment Research Advisors, Inc.

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-10-09
NJ	RA	APPROVED	2025-02-11
TX	RA	APPROVED	2025-02-10

NY RA
APPROVED

Since 2025-10-09
NJ RA
APPROVED

Since 2025-02-11
TX RA
APPROVED

Since 2025-02-10

Branch Locations

New York, NY • United States

55 Lane Road, Suite 425, Fairfield, NJ 07004 • 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
First Allied Securities, Inc.	San Diego	CA	08/2011	09/2022
First Allied Advisory Services, Inc.	Chesterfield	MO	07/2012	11/2020
First Allied Advisory Services	Schaumburg	IL	11/2020	02/2025
Cetera Advisors Llc	Fairfield	NJ	09/2022	02/2025
Epwm, Llc And Northstar Wealth Planning	Fairfield	NY	01/2016	Present
Ep Wealth Management Llc	Fairfield	NY	01/2021	Present
Northstar Wealth Planning	Fairfield	NJ	10/2023	Present
Cambridge Investment Research, Inc.	Fairfield	IA	02/2025	Present
Cambridge Investment Research Advisors, Inc.	Fairfield	IA	02/2025	Present

08/2011 → 09/2022

First Allied Securities, Inc.

San Diego, CA
07/2012 → 11/2020

First Allied Advisory Services, Inc.

Chesterfield, MO
11/2020 → 02/2025

First Allied Advisory Services

Schaumburg, IL
09/2022 → 02/2025

Cetera Advisors Llc

Fairfield, NJ
01/2016 → Present

Epwm, Llc And Northstar Wealth Planning

Fairfield, NY
01/2021 → Present

Ep Wealth Management Llc

Fairfield, NY
10/2023 → Present

Northstar Wealth Planning

Fairfield, NJ
02/2025 → Present

Cambridge Investment Research, Inc.

Fairfield, IA
02/2025 → Present

Cambridge Investment Research Advisors, Inc.

Fairfield, IA

Previous Registrations

2020-11-12 → 2025-02-12

Cetera Investment Advisers Llc

Fairfield, NJ
2012-07-02 → 2020-11-12

First Allied Advisory Services, Inc.

Chesterfield, MO

Fairfield, NJ

Chathamn, NJ
2011-08-03 → 2012-07-02

First Allied Securities, Inc.

San Diego, CA

Fairfield, NJ

Chathamn, NJ
2011-06-17 → 2011-08-04

New England Securities

Fairfield, NJ

Other Businesses

1) FIXED INSURANCE BUSINESS, 55 Lane Road, Suite 425, Fairfield NJ 07004, 10/2007, Agent, Insurance/Benefits/Human Resources, NIR, 40 HR/MO, 40 HR/MO TRADING. 2) NORTHSTAR WEALTH PLANNING, 55 Lane Road, Suite 425, Fairfield NJ 07004, 01/2023, Founder, DBA Name, INV REL, 40 HR/MO, 32 HR/MO TRADING. 3) EP WEALTH MANAGEMENT, LLC, 55 Lane Road, Suite 425, Fairfield NJ 07004, 01/2015, Founder, DBA Name, INV REL, 160 HR/MO, 160 HR/MO TRADING. 4) EP WEALTH MANAGEMENT, LLC & NORTHSTAR WEALTH PLANNING , 55 Lane Road, Suite 425, Fairfield NJ 07004, 01/2015, Founder, Estate, Tax and Financial Planning, INV REL, 40 HR/MO, 40 HR/MO TRADING. 5) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 02/2025 6) ALPHA GOOSE, LLC, 55 Lane Road, Suite 425, Fairfield NJ 07004, 03/2025, Co-Founder and Member, Owner/Partner of a Business Entity, NIR, 1 HR/MO, 0 HR/MO TRADING. 7) DEFY VENTURES, New York, NY 10019, 09/2020, Board Member, Volunteer, NIR, 15 HR/MO, 0 HR/MO TRADING.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-06-08

S66 Uniform Combined State Law Examination

2011-06-08

Designations

View on SEC IAPD