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Current Employers
Cambridge Investment Research Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-01-05
  • OH RA
    APPROVED
    Since 2023-01-05

Branch Locations

7426 Jager Ct, Cincinnati, OH 45230 • 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
Cambridge Investment Research Inc. Fairfield IA 05/2021 Present
Cambridge Investment Research Inc. Fairfield IA 06/2022 Present
Somerville & Co Cincinnati OH 07/2020 05/2021
O'DOnnell Construction Cincinnati OH 04/2020 06/2020
Sheldon Reder Cpa's Cincinnati OH 01/2020 04/2020
Western Hills Retirement Village Cincinnati OH 06/2019 12/2019
Chipotle Oxford OH 01/2019 06/2019
Miami University Oxford OH 10/2018 12/2018
Shepherd Chemical Co. Norwood OH 05/2018 08/2018
Western Hills Retirement Village Cincinnati OH 01/2018 05/2018
O'CHarleys Cincinnati OH 06/2017 12/2017
Larosas Cincinnati OH 05/2017 08/2017
Student Cincinnati OH 08/2016 05/2017
  • 05/2021 → Present
    Cambridge Investment Research Inc.
    Fairfield, IA
  • 06/2022 → Present
    Cambridge Investment Research Inc.
    Fairfield, IA
  • 07/2020 → 05/2021
    Somerville & Co
    Cincinnati, OH
  • 04/2020 → 06/2020
    O'DOnnell Construction
    Cincinnati, OH
  • 01/2020 → 04/2020
    Sheldon Reder Cpa's
    Cincinnati, OH
  • 06/2019 → 12/2019
    Western Hills Retirement Village
    Cincinnati, OH
  • 01/2019 → 06/2019
    Chipotle
    Oxford, OH
  • 10/2018 → 12/2018
    Miami University
    Oxford, OH
  • 05/2018 → 08/2018
    Shepherd Chemical Co.
    Norwood, OH
  • 01/2018 → 05/2018
    Western Hills Retirement Village
    Cincinnati, OH
  • 06/2017 → 12/2017
    O'CHarleys
    Cincinnati, OH
  • 05/2017 → 08/2017
    Larosas
    Cincinnati, OH
  • 08/2016 → 05/2017
    Student
    Cincinnati, OH
Other Businesses

1) THE ROSSELOT FINANCIAL GROUP INC, 7426 Jager Court, Cincinnati OH 45230, 05/10/2021, INV REL, Employee DBA, 160 HR/MO - 160 Trading HR/MO 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 3) CRNAFINANCIAL, 7426 Jager Ct, Cincinnati OH 45230, 07/01/2024, Investment Advisor Representative, DBA for Rosselot Financial Group, NIR, 10 HR/MO, 10 HR/MO TRADING. 4) SAGE FINANCIAL GROUP, LLC, 5889 Bridgetown Road, Cincinnati OH 45248, United States, 11/2025, Financial Advisor, Employee (receive a W-2), INV REL, 24 HR/MO - 96 HR/MO TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-16
  • S66 Uniform Combined State Law Examination
    2022-12-16

View on SEC IAPD

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