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Bruce Steven Terry

Cambridge Investment Research Advisors, Inc.

Rohnert Park, CA

Santa Rosa, CA

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Current Employers
Cambridge Investment Research Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

1500 Valley House Dr. #210, Rohnert Park, CA 94928 • United States

Santa Rosa, CA • 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
Mutual Securities, Inc Santa Rosa CA 11/2008 07/2020
Cambridge Investment Research, Inc Fairfield IA 07/2020 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 07/2020 Present
Previous Registrations
  • 2013-07-01 → 2020-07-27
    Mutual Advisors, Llc
    Omaha, NE
    Santa Rosa, CA
  • 2008-11-18 → 2013-07-09
    Mutual Securities, Inc.
    Santa Rosa, CA
    Santa Ana, CA
    Santa Ana, CA
    Westlake Village, CA
    Westlake Village, CA
  • 2005-09-19 → 2008-11-25
    First Montauk Securities Corp.
    Santa Rosa, CA
    Santa Rosa, CA
  • 1997-07-08 → 2005-08-29
    Morgan Stanley Dw Inc.
    Santa Rosa, CA
Other Businesses

CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 07/24/20

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-09-25
  • S63 Uniform Securities Agent State Law Examination
    1991-09-25

View on SEC IAPD

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Other Offices

EDWARD JONES · ROHNERT PARK, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Rohnert Park, CA
LPL FINANCIAL LLC · ROHNERT PARK, CA
J.P. MORGAN SECURITIES LLC · ROHNERT PARK, CA
LPL FINANCIAL LLC · ROHNERT PARK, CA
LPL FINANCIAL LLC · ROHNERT PARK, CA
PRIVATE ADVISOR GROUP, LLC · Rohnert Park, CA
NORTHBAY ADVISORS · ROHNERT PARK, CA

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