Idolina Maria Shumway

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

• 02/2012 → Present
  Shumway Wealth Management
  Dallas, TX
• 01/2011 → Present
  Idolina Shumway-Self Employed
  Dallas, TX
• 07/2014 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2014 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2013-10-07 → 2014-07-18
  Planmember Securities Corporation
  Dallas, TX
  Horseshoe Bay, TX
• 2010-06-29 → 2013-10-07
  Veritrust Financial, Llc
  Austin, TX
  Austin, TX
  Dallas, TX
• 2010-04-26 → 2010-06-30
  Usa Financial Securities Llc
  Ada, MI
  Plano, TX
• 2004-08-03 → 2010-04-22
  New England Securities
  Dallas, TX
  Dallas, TX
• 2000-02-14 → 2003-06-19
  Lpl Financial Llc
  Irving, TX

Other Businesses

1) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2) SHUMWAY WEALTH MANAGEMENT, 11603 LADERA VISTA DR., #16, AUSTIN, TX, 1/2012. INV REL - FINANCIAL PROFESSIONAL UTILIZING DBA NAME. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-01-20
• S63 Uniform Securities Agent State Law Examination
  1981-09-03

Other Names

• Idolina Shumway
• Idolina Shumway Toombs
• Idolina Maria Valentin
• Idolina M Garcia