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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 | 2026-01-02 |
Branch Locations
1516 W Dove Ave. Ste. J, Mcallen, TX 78504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2017 | 01/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2017 | 01/2025 |
| Greystone Advisory Group | Houston | TX | 01/2016 | 11/2017 |
| Mass Mutual Life Insurance Company | Mcallen | TX | 07/2017 | 12/2025 |
| Mml Investors Services Llc | Mcallen | TX | 01/2025 | 12/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2026 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2026 | Present |
1. SAGE SETTLEMENT CONSULTING, 1775 St. James Place, Suite 200, Houston TX 77056, United States, 02/01/2016, Agent, 1099, NIR, 60 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-21 |
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