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Current Employers
Cambridge Investment Research Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-07
OH RA APPROVED 2023-02-15
  • FL RA
    APPROVED
    Since 2025-10-07
  • OH RA
    APPROVED
    Since 2023-02-15

Branch Locations

Saint James City, FL • United States

230 Main Street, Bellville, OH 44813 • 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
Esb Investments Inc. Mansfield OH 07/2012 01/2023
Esb Wealth Management, Llc Mansfield OH 01/2013 12/2020
E S B Investments Inc Mansfield OH 01/2015 01/2023
Trustmont Financial Group, Inc. Greensburg PA 02/2016 11/2018
Trustmont Advisory Group, Inc. Greensburg PA 02/2016 11/2018
Cambridge Investment Research, Inc. Fairfield IA 02/2023 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 02/2023 Present
  • 07/2012 → 01/2023
    Esb Investments Inc.
    Mansfield, OH
  • 01/2013 → 12/2020
    Esb Wealth Management, Llc
    Mansfield, OH
  • 01/2015 → 01/2023
    E S B Investments Inc
    Mansfield, OH
  • 02/2016 → 11/2018
    Trustmont Financial Group, Inc.
    Greensburg, PA
  • 02/2016 → 11/2018
    Greensburg, PA
  • 02/2023 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 02/2023 → Present
    Fairfield, IA
Previous Registrations
  • 2018-11-15 → 2023-02-15
    Mansfield, OH
    Oakmont, PA
  • 2016-02-02 → 2018-12-10
    Mansfield, OH
  • 2015-04-08 → 2016-02-10
    Ssn Advisory, Inc.
    Mansfield, OH
  • 2013-02-25 → 2015-12-16
    Esb Wealth Management, Llc
    Mansfield, OH
  • 1999-08-19 → 2012-11-21
    Concourse Financial Group Securities, Inc.
    Mansfield, OH
Other Businesses

1) ESB W & I LLC, 111 PARK AVE E PO BOX 636 MANSFIELD OH 44901, PRESIDENT, ADVISORY DBA, INV REL, 40 HR/MO 35 HR/MO TRADING 2) ARSA LLC, 111 PARK AVE E PO BOX 636 MANSFIELD OH 44901, 01/2000, OWNER, REAL ESTATE, NIR, 5 HR/MO 5 HR/MO TRADING 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 02/2023, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO 120 HR/MO TRADING 4) 230 Main St Properties LLC, 230 Main St, P O Box 515, Bellville OH 44813, United States, 06/30/2026, Owner, Real Estate, NIR, 5 HR/MO - 5 HR/MO TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-07-08
S63 Uniform Securities Agent State Law Examination 1985-06-21
  • S66 Uniform Combined State Law Examination
    2002-07-08
  • S63 Uniform Securities Agent State Law Examination
    1985-06-21
Other Names
  • Kyle Edwin Beveridge
  • Kyle E Beveridge

View on SEC IAPD

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