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Current Employers
Cambridge Investment Research Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-02-27
  • MA RA
    APPROVED
    Since 2025-02-27

Branch Locations

10-12 Phoenix Row, Haverhill, MA 01832 • 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
Unemployed Haverhill MA 05/2016 09/2016
Quinn Pr New York NY 09/2016 12/2016
Edlman Pr New York NY 01/2017 03/2017
Quinn Pr New York NY 06/2017 10/2017
Smartsheet Boston MA 11/2017 02/2019
Michael Page Beverly Hills CA 04/2019 05/2019
Datarobot Boston MA 08/2019 01/2021
Empath Brighton MA 01/2021 08/2021
Instacart Haverhill MA 11/2021 11/2022
Ages Financial Services, Ltd Reading MA 01/2022 09/2024
Trust Advisory Group Ltd. Haverhill MA 02/2023 02/2025
Lewis Financial Services 10-12 Phoenix Row Haverhill MA 01/2022 Present
Stonex Securities Inc Haverhill MA 10/2024 02/2025
Cambridge Investment Research, Inc. Fairfield IA 02/2025 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 02/2025 Present
First American Insurance Underwriters Haverhill MA 08/2022 Present
  • 05/2016 → 09/2016
    Unemployed
    Haverhill, MA
  • 09/2016 → 12/2016
    Quinn Pr
    New York, NY
  • 01/2017 → 03/2017
    Edlman Pr
    New York, NY
  • 06/2017 → 10/2017
    Quinn Pr
    New York, NY
  • 11/2017 → 02/2019
    Smartsheet
    Boston, MA
  • 04/2019 → 05/2019
    Michael Page
    Beverly Hills, CA
  • 08/2019 → 01/2021
    Datarobot
    Boston, MA
  • 01/2021 → 08/2021
    Empath
    Brighton, MA
  • 11/2021 → 11/2022
    Instacart
    Haverhill, MA
  • 01/2022 → 09/2024
    Ages Financial Services, Ltd
    Reading, MA
  • 02/2023 → 02/2025
    Haverhill, MA
  • 01/2022 → Present
    Lewis Financial Services 10-12 Phoenix Row
    Haverhill, MA
  • 10/2024 → 02/2025
    Stonex Securities Inc
    Haverhill, MA
  • 02/2025 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 02/2025 → Present
    Fairfield, IA
  • 08/2022 → Present
    First American Insurance Underwriters
    Haverhill, MA
Previous Registrations
Other Businesses

1. INSURANCE AGENT, 10-12 Phoenix Row, Haverhill MA 01832, United States, 09/01/2022, Agent, Insurance/Benefits/Human Resources, NIR, 10 HR/MO - 10 HR/MO TRADING 2. LEWIS FINANCIAL SERVICES, 10-12 Phoenix Row, Haverhill MA 01832, United States, 02/01/2022, Agent, INV REL, 130 HR/MO - 130 HR/MO TRADING 3. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 02/2025 4. LIBRE ADVISOR NETWORK, 10-12 Phoenix Row, Haverhill MA 01832, United States, 10/01/2025, Agent, OSJ Affiliation, NIR, 40 HR/MO - 160 HR/MO TRADING

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-03
S63 Uniform Securities Agent State Law Examination 2022-02-19
  • S65 Uniform Investment Adviser Law Examination
    2022-11-03
  • S63 Uniform Securities Agent State Law Examination
    2022-02-19
Other Names
  • Lauren Elizabeth Lewis

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