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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 |
|---|---|---|---|
| IA | RA | APPROVED | 2019-01-11 |
Branch Locations
1341 Pilot Grove Road, Pilot Grove, IA 52648 • United States
521 N Main St., Donnellson, IA 52625 • United States
619 9Th St., Ft Madison, IA 52627 • United States
403 S Gear Ave. Ste. 101, West Burlington, IA 52655 • United States
100 E Lincoln Ave., Fairfield, IA 52556 • United States
509 Ave. D, West Point, IA 52656 • United States
125 North Main St., Packwood, IA 52580 • United States
200 Main St., Keokuk, IA 52632 • United States
410 S Grand Ave., Mt Pleasant, IA 52641 • United States
516 Main St., Houghton, IA 52631 • United States
208 Washington St., Bonaparte, IA 52620 • United States
4520 Ave L, Ft Madison, IA 52627 • United States
205 W Main, Wayland, IA 52654 • United States
301 South Main, Mt Pleasant, IA 52641 • United States
109 S Locust St., Winfield, IA 52659 • United States
Fort Madison, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pilot Grove Savings Bank | Pilot Grove | IA | 05/2010 | Present |
| Cambridge Investment Research, Inc. | Pilot Grove | IA | 10/2018 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2019 | Present |
| Pilot Grove Savings Bank | Pilot Grove | IA | 10/2019 | Present |
| Pilot Grove Savings Bank | Pilot Grove | IA | 06/2016 | 10/2019 |
| Pilot Grove Savings Bank | Pilot Grove | IA | 05/2015 | Present |
1. PILOT GROVE SAVINGS BANK, 1341 PILOT GROVE RD, PILOT GROVE, IA, 5/2010 PROVIDING DAY-TO-DAY OPERATIONAL DUTIES. NIR - 40/WK - 8/TRADING. 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. 10/20/18. 3. WEST POINT COMMUNITY CLUB, WEST POINT, IA, 03/2019. MEMBER, DISCUSS ACTIVITIES AND PROJECTS, HOW TO FUND OR DONATE. NIR-2/MO-0/TRADING. 4. ST MARY'S FALL FESTIVAL, 311 AVE C, WEST POINT, IA, 06/01/21, NIR, COMPUTER CO-CHAIRMAN, NIR, 10 HR/MO- 0/TRADING HR. 5. DBA PILOT GROVE INVESTMENT SERVICES, 1341 Pilot Grove Rd, Pilot Grove IA 52648, 03/2025, Investment Advisor Representative, DBA Name, INV REL, 180 HR/MO, 140 HR/MO TRADING. 6. STAMP MEDALLION, 1341 Pilot Grove Rd, Pilot Grove IA 52648, United States, 03/02/2026, Registered, Notary, IR, 20 HR/MO - 20 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-05 |
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