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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-10 |
| OH | RA | APPROVED | 2025-09-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Cincinnati | OH | 04/2005 | 05/2019 |
| Independent Financial Partners | Cincinnati | OH | 10/2016 | 09/2025 |
| Ifp Securities, Llc | Cincinnati | OH | 05/2019 | 09/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2025 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2025 | Present |
1) SAGE FINANCIAL GROUP, 5889 Bridgetown Rd, Cincinnati OH 45248-3142, United States, 09/2025, Owner, DBA Name, INV REL, HR/MO: 160, HR/MO TRADING: 120 2) KEVIN REPEROWITZ, 5889 Bridgetown Rd, Cincinnati OH 45248-3142, United States, 09/2025, Agent, Insurance/Benefits/Human Resources, INV REL, HR/MO: 10, HR/MO TRADING: 10 3) MAYMAY LLC., 5889 Bridgetown Rd, Cincinnati OH 45248-3142, United States, 06/2014, Owner, Real Estate, NIR, HR/MO: 1, HR/MO TRADING: 0 4) CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 09/15/2023, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-16 |
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