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Current Employers
Cambridge Investment Research Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-14
NJ RA APPROVED 2023-01-20
  • FL RA
    APPROVED
    Since 2025-11-14
  • NJ RA
    APPROVED
    Since 2023-01-20

Branch Locations

Naples, FL • United States

Ocean City, NJ • United States

1233 Haddonfield Berlin Rd., Voorhees, NJ 08043 • 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
Laine Financial Group Inc Cherry Hill NJ 05/1992 12/2023
Commonwealth Financial Group Inc Cherry Hill NJ 02/1993 12/2023
Pfm Funds Cherry Hill NJ 10/2008 12/2021
Cambridge Investment Research, Inc. Fairfield IA 01/2023 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 01/2023 Present
Jeffrey A Laine Cpa, Llc Voorhees NJ 01/1984 Present
Laine Financial Advisors Inc Voorhees NJ 01/2022 Present
  • 05/1992 → 12/2023
    Laine Financial Group Inc
    Cherry Hill, NJ
  • 02/1993 → 12/2023
    Commonwealth Financial Group Inc
    Cherry Hill, NJ
  • 10/2008 → 12/2021
    Pfm Funds
    Cherry Hill, NJ
  • 01/2023 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 01/2023 → Present
    Fairfield, IA
  • 01/1984 → Present
    Jeffrey A Laine Cpa, Llc
    Voorhees, NJ
  • 01/2022 → Present
    Laine Financial Advisors Inc
    Voorhees , NJ
Previous Registrations
  • 2004-12-07 → 2023-04-25
    Laine Financial Group, Inc.
    Cherry Hill, NJ
Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 2) JEFFREY A LAINE CPA LLC, 1233 Haddonfield Berlin Rd, Suite 10, Voorhees NJ 08043, United States, 10/11/2022, Member, Tax Services, 120 HR/MO - 120 HR/MO TRADING 3) JEFFREY A LAINE INSURANCE PRODUCER, 1233 Haddonfield Berlin Rd, Suite 10, Voorhees NJ 08043, United States, 10/11/2022, Owner, Owner/Partner of a Business, NIR, 10 HR/MO - 10 HR/MO TRADING 4) JMBB PARTNERS LLC, 1233 Haddonfield Berlin Rd, Suite 10, Voorhees NJ 08043, United States, 10/11/2022, Owner, Real Estate, NIR, 3 HR/MO - 3 HR/MO TRADING 5) LAINE FINANCIAL ADVISORS, INC., 1233 Haddonfield Berlin Rd, Suite 10, Suite 10, Voorhees NJ 08043, United States, 08/16/2022, IAR, DBA, INV REL, 80/MO - 80/Trading 6) LANTERNS CONDOMINIUM ASSOCIATION, 450 11th Ave South, Suite 10, Naples FL 34102, United States, 09/05/2025, President, Volunteer, NIR, 4 HR/MO - 0 HR/MO TRADING

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-12-15
S63 Uniform Securities Agent State Law Examination 1988-01-14
  • S65 Uniform Investment Adviser Law Examination
    2010-12-15
  • S63 Uniform Securities Agent State Law Examination
    1988-01-14
Designations

View on SEC IAPD

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