Donna Marie Cheswick

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
FL	RA	APPROVED	2025-11-18
PA	RA	APPROVED	2013-04-12

FL RA
APPROVED

Since 2025-11-18
PA RA
APPROVED

Since 2013-04-12

Branch Locations

Daytona Beach, FL • United States

Harrison City, PA • United States

501 Marketplace Avenue Suite 201, Moon Township, PA 15108 • 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, Inc.	Fairfield	IA	04/2013	Present
Cambridge Investment Research Advisors, Inc.	Fairfield	IA	04/2013	Present

04/2013 → Present

Cambridge Investment Research, Inc.

Fairfield, IA
04/2013 → Present

Cambridge Investment Research Advisors, Inc.

Fairfield, IA

Previous Registrations

2012-05-18 → 2013-04-12

Bpu Investment Management Inc.

Pittsburgh, PA

Greensburg, PA

Greensburg, PA

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 4/2013, AS ADVISORY REP OF A RIA, INV REL, 60 HRS/MO, 40 HRS/MO TRADING. 2) Cheswick Divorce Solutions LLC, PO Box 491 HARRISON CITY, PA, 04/12/2013, Managing Member, Owner/Partner of a Business Entity, NIR, 20 HRS/MO, 10 HRS/MO TRADING. 3) MEDALLION WEALTH MANAGEMENT INC, 501 Marketplace Avenue, Suite 201, Moon Township PA 15108, 04/2013, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 3 HRS/YR, 3 HRS/YR TRADING. 4) TRUSTEE, HARRISON CITY, PA, 09/2017, F.J.B TRUST, INV REL, 2 HRS/MO, 1 HR/MO TRADING. 5) CRAFTER, HARRISON CITY, PA, 08/2019, CRAFTING GREETING CARDS, NIR, 3 HRS/MO, 0 HR/MO TRADING. 6) COLLABORATIVE LAW ASSOCIATION OF SOUTHWESTERN PA (CLASP), 1386 OLD FREEPORT RD, SUITE 3B, PITTSBURG, PA, 01/2023, BOARD MEMBER, NIR, 1 HR/MO, 0 HR/MO TRADING. 7) INSTITUTE FOR DIVORCE FINANCIAL ANALYSTS - AMBASSADOR, 3622 Lyckan Parkway, Suite 3003, Durham NC 27707, United States, 01/2025, Volunteer (IDFA Ambassador), Volunteer, NIR, 1 HR/MO - 1 HR/MO TRADING

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1996-10-24
S63	Uniform Securities Agent State Law Examination	1989-03-01

S65 Uniform Investment Adviser Law Examination

1996-10-24
S63 Uniform Securities Agent State Law Examination

1989-03-01

Other Names

Donna M Wilson
Donna Marie Wilson
Donna M Cheswick
Donna M Wilson

View on SEC IAPD