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Current Employers
Cambridge Investment Research Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2020-12-08
  • SC RA
    APPROVED
    Since 2020-12-08

Branch Locations

1508 Lindsay St., Newberry, SC 29108 • 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
Self Employed As Cpa & Attorney Newberry SC 02/1973 Present
Avantax Investment Services, Inc. Newberry SC 05/1987 12/2020
Avantax Advisory Services Newberry SC 04/1994 12/2020
Newberry Co Election Commission Newberry SC 06/2012 Present
Tanglewood Professional Associates Pa Newberry SC 01/2010 Present
Henry Summer And Co Inc Newberry SC 01/2010 Present
Avantax Insurance Agency, Llc Newberry SC 11/1987 12/2020
Sds Of Newberry Inc Newberry SC 01/2011 Present
Cambridge Investment Research, Inc. Fairfield IA 12/2020 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 12/2020 Present
  • 02/1973 → Present
    Self Employed As Cpa & Attorney
    Newberry, SC
  • 05/1987 → 12/2020
    Avantax Investment Services, Inc.
    Newberry, SC
  • 04/1994 → 12/2020
    Avantax Advisory Services
    Newberry, SC
  • 06/2012 → Present
    Newberry Co Election Commission
    Newberry, SC
  • 01/2010 → Present
    Tanglewood Professional Associates Pa
    Newberry, SC
  • 01/2010 → Present
    Henry Summer And Co Inc
    Newberry, SC
  • 11/1987 → 12/2020
    Avantax Insurance Agency, Llc
    Newberry, SC
  • 01/2011 → Present
    Sds Of Newberry Inc
    Newberry, SC
  • 12/2020 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 12/2020 → Present
    Fairfield, IA
Previous Registrations
  • 2010-01-14 → 2020-12-17
    Avantax Advisory Services
    Newberry, SC
Other Businesses

1) HENRY SUMMER AND COMPANY INC, 1508 LINDSAY ST, NEWBERRY SC, CPA/ENROLLED AGENT/TAX PREP/ACCOUNTINGS SERVICES, OWNER, 02/01/73, NIR, 30/WK- 25/TRADING 2) NEWBERRY COUNTY ELECTION COMMISSION, 1872 WILSON RD, NEWBERRY SC, BOARD MEMBER OF A NON- PUBLIC ENTITY, DIRECTOR, 06/01/12, NIR, 2/MO- 0/TRADING 3) TANGLEWOOD PROFESSIONAL ASSOCIATES PA, 1508 LINDSAY ST, NEWBERRY SC, ATTORNEY/PRESIDENT, 01/01/10, NIR, 10/MO- 2/TRADING 4) SDS OF NEWBERRY INC, 2715 COLLEGE ST, NEWBERRY SC, CPA/ENROLLED AGENT/TAX PREP/ACCOUNTING SERVICES, MANAGER, 01/01/11, NIR, 5/WK- 5/TRADING 5) HENRY SUMMER INSURANCE, 1508 LINDSAY ST, NEWBERRY,SC, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 11/02/1987, NIR, OWNER, 2/MO- 2/TRADING 6) CRENSHAW STREET INVESTMENTS, LLC, 1508 LINDSAY ST, NEWBERRY SC, RENTAL OF REAL ESTATE OWNER, 01/01/1986, NIR, 2/MO- 0/TRADING 7) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 12/08/20 8) NEWBERRY AREA COUNCIL ON MINISTRIES OF THE UNITED METHODIST CHURCH / 1005 College St, Newberry SC 29108 / 06/30/1997 / NIR / BOARD MEMBER - TRESURER / 1 HR/MO - 0 HR/MO TRADING 9) HENRY SUMMER AND COMPANY INC, 1508 Lindsay St, Newberry, SC 29108, 02/01/1973, Owner, Tax Services, NIR, 10 HR/MO – 8 HR/MO TRADING

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-06-12
  • S63 Uniform Securities Agent State Law Examination
    1987-06-12
Designations

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