Inactive

Samuel Jacob Rosenak

Cambridge Investment Research Advisors, Inc.

CRD 7986105

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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:

Current Employers

Cambridge Investment Research Advisors, Inc.

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

Current Registrations

Authority	Category	Status	Date
KS	RA	APPROVED	2025-09-26

KS RA
APPROVED

Since 2025-09-26

Branch Locations

5440 Peters Creek Road Suite 206, Roanoke, VA 24019 • United States

Lawrence, KS • 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

Organization	City	State	From	To
Cambridge Investment Research Advisors, Inc.	Fairfield	IA	10/2024	Present
Called To Greatness	Lawrence	KS	05/2013	02/2024
Heartland Soccer Association	Overland Park	KS	01/2008	12/2020
Marketforce	Lawrence(Work From Anywhere.)	KS	05/2013	02/2024
Amba	Lawrence	KS	03/2024	Present

10/2024 → Present

Cambridge Investment Research Advisors, Inc.

Fairfield, IA
05/2013 → 02/2024

Called To Greatness

Lawrence, KS
01/2008 → 12/2020

Heartland Soccer Association

Overland Park, KS
05/2013 → 02/2024

Marketforce

Lawrence(Work From Anywhere.), KS
03/2024 → Present

Amba

Lawrence, KS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-09-26

S65 Uniform Investment Adviser Law Examination

2025-09-26

View on SEC IAPD

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