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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_RES | 2022-01-04 |
| PA | RA | APPROVED | 2021-07-01 |
Branch Locations
210 Wallace Rd., Wexford, PA 15090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments, Llc | Pittsburgh | PA | 08/2016 | 09/2017 |
| Pnc Bank, Na | Pittsburgh | PA | 08/2016 | 09/2017 |
| Stitch Fix | Pittsburgh | PA | 07/2017 | 03/2019 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2017 | 07/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2017 | 07/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2021 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2021 | Present |
| Accesslex Institute | West Chester | PA | 08/2019 | 07/2021 |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 80 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 2) MERCARI- KACEY NORTHRUP, Girard PA 16417, 05/2021, Online Sales, NIR, 1 HR/MO - 0 HR/MO Trading. 3) SUMMIT VIEW WEALTH MANAGMENT, LLC, 437 Grant St, Suite 421, Pittsburgh PA 15219, United States, 11/26/2018, IAR, Insurance/Benefits/Human Resources, NIR, 1 HR/MO - 1 HR/MO TRADING 4) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 210 WALLACE RD, WEXFORD PA 15090, 12/2017, INV REL, 5 HR/MO -5 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-28 |
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