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Cambridge Investment Research Advisors, Inc. CRD 134139
$139B regulatory AUM 68,815 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Estate Mgt & Planning Co Inc | Nashville | TN | 08/1991 | Present |
| Centaurus Financial, Inc. | Nashville | TN | 11/1998 | 12/2017 |
| Center Street Securities, Inc. | Nashville | TN | 01/2018 | 12/2021 |
| Center Street Advisors | Nashville | TN | 01/2018 | 12/2021 |
| Centaurus Financial, Inc | Anaheim | CA | 01/2022 | 01/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2025 | Present |
1) ESTATE MGT. & PLANNING CO., 225 Spy Glass Way, Hendersonville TN 37075, 04/1982, OWNER, DBA NAME, NIR, 10 HR/MO - 2 HR/MO TRADING. 2) ESTATE MGT. & PLANNING, 225 Spy Glass Way, Hendersonville TN 37075, 04/1982, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 10 HR/MO - 2 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-07-18 |
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