Paul Keith Arbo

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1983 → 12/2018
  Mha Financial Corp
  Westwood, MA
• 01/2019 → 04/2020
  Four Points Capital Partners Llc
  New York, NY
• 01/2012 → 04/2020
  Mha Financial Corp.
  Westwood, MA
• 01/1990 → Present
  Financial Brokerage Services, Inc
  Cabin John, MD
• 04/2020 → Present
  Cambridge Investment Research
  Fairfield, IA
• 04/2020 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2019-01-02 → 2020-05-18
  Mha Financial Corp
  Cabin John, MD
• 2012-01-05 → 2018-12-31
  Mha Financial Corp
  Westwood, MA
  Cabin John, MD

Other Businesses

1)FINANCIAL BROKERAGE SERVICES, INC,6500 SEVEN LOCKS RD, #201, CABIN JOHN, MD, 01/02/95-INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, PRESIDENT,20/WK-4/TRADING 2)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA.04/09/20, INV REL-20/WK-20/TRADING. 04/09/20.

Exams

• S66 Uniform Combined State Law Examination
  2011-01-07
• S63 Uniform Securities Agent State Law Examination
  1992-02-21

Designations

• Chartered Financial Consultant

Other Names

• Kit Arbo