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Current Employers
Cambridge Investment Research Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-02-17
PA RA APPROVED 2025-05-05
  • NJ RA
    APPROVED
    Since 2026-02-17
  • PA RA
    APPROVED
    Since 2025-05-05

Branch Locations

1595 Paoli Pike, Suite 200, West Chester, PA 19380 • United States

Westmont, NJ • 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
Td Bank West Palm Beach FL 12/2014 09/2016
Td Bank Philadelphia PA 09/2016 02/2022
Triad Advisors Norcross GA 03/2022 08/2024
Triad Hybrid Solutions Norcross GA 08/2022 05/2025
Osaic Wealth, Inc. West Chester PA 08/2024 05/2025
Cambridge Investment Research, Inc. Fairfield IA 05/2025 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 05/2025 Present
  • 12/2014 → 09/2016
    Td Bank
    West Palm Beach, FL
  • 09/2016 → 02/2022
    Td Bank
    Philadelphia, PA
  • 03/2022 → 08/2024
    Triad Advisors
    Norcross, GA
  • 08/2022 → 05/2025
    Triad Hybrid Solutions
    Norcross, GA
  • 08/2024 → 05/2025
    Osaic Wealth, Inc.
    West Chester, PA
  • 05/2025 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 05/2025 → Present
    Fairfield, IA
Previous Registrations
Other Businesses

1) EAST COAST ADVISORY, 1595 Paoli Pike, Suite 200, West Chester PA 19380, 05/2025, Investment Advisor Representative, DBA Name, INV REL, 160 HR/MO, 160 HR/MO TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 05/05/2025 3) THE RED CORNER LLC, 11 W Park Blvd, Westmont NJ 08108, United States, 10/21/2025, Owner, This is a Podcast that I own and participate in., NIR, 6 HR/MO - 0 HR/MO TRADING 4) N/A - RENTAL PROPERTIES, Philadelphia PA 19145, United States, 10/21/2025, Owner, Real Estate, NIR, 0 HR/MO - 0 HR/MO TRADING 5) DEVIN VOORHEES OR EAST COAST ADVISORY, 1595 Paoli Pike, West Chester PA 19380, United States, START DATE 12/2024, Agent, Insurance/Benefits/Human Resources, NIR, HR/MO 5, HR/MO TRADING 5

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-02
  • S66 Uniform Combined State Law Examination
    2022-08-02

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