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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

AuthorityCategoryStatusDate
OH RA APPROVED 2024-11-01
  • OH RA
    APPROVED
    Since 2024-11-01

Branch Locations

6120 Parkland Blvd. Ste. 101, Mayfield Heights, OH 44124 • 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
Kissell Financial, Llc Garrettsville OH 01/2023 10/2024
Coltene Whaledent Cuyahoga Falls OH 01/2022 12/2022
Criblez Cue Sports, Llc Dba Western Reserve Apa Mantua OH 07/2023 Present
Avantax Investment Services Inc. Garrettsville OH 12/2023 10/2024
Avantax Advisory Services Garrettsville OH 12/2023 10/2024
Kent State University Kent OH 09/2019 05/2023
James A. Garfield High School Garrettsville OH 09/2015 05/2019
Pizza Hut Garrettsville OH 10/2020 06/2021
Q Audio Visual Mayfield Heights OH 06/2019 12/2019
Unemployment Mantua OH 05/2019 06/2019
Cambridge Investment Research, Inc. Fairfield IA 10/2024 11/2024
Cambridge Investment Research, Inc. Fairfield IA 11/2024 Present
Cambridge Investment Research Advisor, Inc. Fairfield IA 11/2024 Present
  • 01/2023 → 10/2024
    Kissell Financial, Llc
    Garrettsville, OH
  • 01/2022 → 12/2022
    Coltene Whaledent
    Cuyahoga Falls, OH
  • 07/2023 → Present
    Criblez Cue Sports, Llc Dba Western Reserve Apa
    Mantua, OH
  • 12/2023 → 10/2024
    Avantax Investment Services Inc.
    Garrettsville, OH
  • 12/2023 → 10/2024
    Avantax Advisory Services
    Garrettsville, OH
  • 09/2019 → 05/2023
    Kent State University
    Kent, OH
  • 09/2015 → 05/2019
    James A. Garfield High School
    Garrettsville, OH
  • 10/2020 → 06/2021
    Pizza Hut
    Garrettsville, OH
  • 06/2019 → 12/2019
    Q Audio Visual
    Mayfield Heights, OH
  • 05/2019 → 06/2019
    Unemployment
    Mantua, OH
  • 10/2024 → 11/2024
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 11/2024 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 11/2024 → Present
    Cambridge Investment Research Advisor, Inc.
    Fairfield, IA
Previous Registrations
  • 2024-04-25 → 2024-10-16
    Avantax Advisory Services
    Garrettsville, OH
    Dallas, TX
Other Businesses

1. CRIBLEZ CUE SPORTS LLC DBA WESTERN RESERVE APA, 6610 Streeter RD, Mantua OH 44255, United States, 07/28/2023, Owner, DBA, NIR, 20/MO - 0/Trading 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADMINISTRATIVE REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 11/01/2024 3. MAYFIELD FINANCIAL SERVICES, 6120 Parkland Blvd, Mayfield Heights OH 44124, 04/2025, W2 Employee, DBA Name, INV REL, 200 HR/MO, 100 HR/MO TRADING.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-24
  • S66 Uniform Combined State Law Examination
    2024-04-24
Other Names
  • Travis J. Criblez
  • Travis Criblez
  • Travis Joseph Criblez

View on SEC IAPD

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