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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-15 |
Branch Locations
7970 Cooper Creek Blvd., Bradenton, FL 34201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baird | Milwaukee | WI | 01/2017 | 02/2021 |
| Ground Source | De Pere | WI | 06/2013 | 12/2016 |
| Russell Investments | Milwaukee | WI | 02/2021 | 05/2021 |
| William Blair | Chicago | IL | 06/2021 | 11/2021 |
| Baird | Milwaukee | WI | 11/2021 | 04/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2025 | Present |
| Zs Rfi Ventures, Llc | Brandenton | FL | 09/2024 | 09/2025 |
| Unemployed | Bradenton | FL | 05/2024 | 08/2024 |
1. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 09/10/2023, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING 2. ZS REI VENTURES LLC, 17844 Gulf Ranch Place, Bradenton FL 34211, United States, 10/01/2024, Owner, Real Estate, NIR, 1 HR/MO - 0 HR/MO TRADING 3. SMARTPRO FINANCIAL, 7970 Cooper Creek Blvd, Bradenton FL 34201, United States, 10/2025, Investment Advisor Representative, DBA Name, INV REL, 160 HR/MO - 140 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-29 |
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