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James Edward Adams

Cambridge Investment Research Advisors, Inc.

New York, NY

Valhalla, NY

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Current Employers
Cambridge Investment Research Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-07-01
NY RA APPROVED 2025-02-11
  • TX RA
    APPROVED_RES
    Since 2026-07-01
  • NY RA
    APPROVED
    Since 2025-02-11

Branch Locations

780 3Rd Ave 19Th Floor, New York, NY 10017 • United States

Valhalla, NY • 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
Mfs Advisors Llc Covington KY 02/2017 03/2020
Transamerica Harrison NY 03/1986 02/2017
Tapfin/Ey Secaucus NJ 03/2019 03/2020
Global Retirement Partners, Llc San Rafael CA 03/2020 06/2024
Hub International Chicago IL 02/2020 06/2024
Cambridge Investment Research Inc. Fairfield IA 06/2024 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 01/2025 Present
  • 02/2017 → 03/2020
    Mfs Advisors Llc
    Covington, KY
  • 03/1986 → 02/2017
    Transamerica
    Harrison, NY
  • 03/2019 → 03/2020
    Tapfin/Ey
    Secaucus, NJ
  • 03/2020 → 06/2024
    Global Retirement Partners, Llc
    San Rafael, CA
  • 02/2020 → 06/2024
    Hub International
    Chicago, IL
  • 06/2024 → Present
    Cambridge Investment Research Inc.
    Fairfield, IA
  • 01/2025 → Present
    Cambridge Investment Research Advisors, Inc.
    Fairfield, IA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-05-24
  • S65 Uniform Investment Adviser Law Examination
    2017-05-24

View on SEC IAPD

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BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
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