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Cambridge Investment Research Advisors, Inc. CRD 134139
$139B regulatory AUM 68,815 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-21 |
| FL | RA | APPROVED | 2026-03-06 |
| SC | RA | APPROVED | 2026-03-04 |
Branch Locations
2752 Pleasant Rd., Ste. 108, Ft. Mill, SC 29708 • United States
7970 Cooper Creek Blvd, Bradenton, FL 34201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hand And Stone Massage And Facial Spa | Lake Mary | FL | 08/2020 | 11/2021 |
| Beyond Commercial | Maitland | FL | 06/2021 | 11/2022 |
| New Hope For Kids | Maitland | FL | 11/2022 | 05/2024 |
| Florida Food Products | Lake Mary | FL | 06/2024 | 08/2024 |
| Barre3 | Winter Park | FL | 01/2025 | 05/2025 |
| Whole Foods Market | Washington | DC | 07/2025 | Present |
| University Of Central Florida | Orlando | FL | 08/2022 | 05/2025 |
| Seminole State College | Lake Mary | FL | 08/2020 | 07/2022 |
| Lake Mary High School | Lake Mary | FL | 08/2017 | 06/2020 |
| Sebastian River Middle School | Sebastian | FL | 08/2014 | 06/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-25 |
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