Best Investors Account Sign in

Lance Scott Schlosser

Cambridge Investment Research Advisors, Inc.

Troy, OH

Claim This Profile
Current Employers
Cambridge Investment Research Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-08-20
  • OH RA
    APPROVED
    Since 2026-08-20

Branch Locations

322 W. Main St Suite A, Troy, OH 45373 • 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
Primerica Financial Services Tipp City OH 07/2022 10/2025
Pfs Investments Inc. Tipp City OH 02/2023 10/2025
Honda Of America Troy OH 01/2022 10/2023
West Central Juvenile Detention Center Troy OH 10/2021 01/2022
Washington State Parks Olympia WA 05/2017 09/2021
Sonoma County Regional Parks Santa Rosa CA 01/2016 05/2017
Peak Retirement Planning, Inc. Columbus OH 10/2025 08/2026
Cambridge Investment Research, Inc. Fairfield IA 08/2026 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 08/2026 Present
  • 07/2022 → 10/2025
    Primerica Financial Services
    Tipp City, OH
  • 02/2023 → 10/2025
    Pfs Investments Inc.
    Tipp City, OH
  • 01/2022 → 10/2023
    Honda Of America
    Troy, OH
  • 10/2021 → 01/2022
    West Central Juvenile Detention Center
    Troy, OH
  • 05/2017 → 09/2021
    Washington State Parks
    Olympia, WA
  • 01/2016 → 05/2017
    Sonoma County Regional Parks
    Santa Rosa, CA
  • 10/2025 → 08/2026
    Peak Retirement Planning, Inc.
    Columbus, OH
  • 08/2026 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 08/2026 → Present
    Cambridge Investment Research Advisors, Inc.
    Fairfield, IA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-11
S63 Uniform Securities Agent State Law Examination 2023-04-25
  • S65 Uniform Investment Adviser Law Examination
    2025-10-11
  • S63 Uniform Securities Agent State Law Examination
    2023-04-25

View on SEC IAPD

More in Troy, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor