Melodie Marie Davis

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1998 → 06/2018
  Keith B Downey
  Laramie, WY
• 06/2018 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2018 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2018-06-08 → 2018-06-12
  Kestra Advisory Services, Llc
  Laramie, WY
  Austin, TX

Other Businesses

1.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 30/WK - 30/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 2.INDEPENDENT INSURANCE AGENT, LARAMIE, WY, 12/2006 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 10/WK - 10/TRADING. 3.STRATEGIC PARTNERS FINANCIAL GROUP, 105 S 4th St, LARAMIE WY 82070, United States, 07/06/2023, Advisor, Using a Trade Name/dba, NIR, 160 HR/MO - 130 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-05-21
• S63 Uniform Securities Agent State Law Examination
  2005-01-08