Robert J. Stark
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Brandon, FL 33510
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CRD#: 1282405
Professional summary
Robert Jervis Stark, CFP®, who also goes by Bob Stark, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Brandon, Florida and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Brandon, Florida.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Robert has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bob Stark
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) ONE STOP FINANCIAL, 138 N MOON AVENUE SUITE A BRANDON FL, 04/1998, NIR, OWNER/PARTNER, 2 HRS/MO 2 HR/MO TRADING 2) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 07/2022, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO 120 HR/MO TRADING 3) PIONEER FINANCIAL ASSOCIATES INC, 138 N MOON AVENUE SUITE A BRANDON FL, 01/2024, PRESIDENT/OWNER, DBA, INV REL, 160 HR/MO 130 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Robert Jervis Stark's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1991
Experience
Current
July 26, 2022 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 138 North Moon Ave. Ste. A, Brandon, FL 33510RIA
CRD#: 134139
Brandon, FL
Current
July 26, 2022 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 138 North Moon Ave. Ste. A, Brandon, FL 33510BD
CRD#: 39543
Brandon, FL
Past
November 2, 2018 - July 28, 2022
OSAIC WEALTH, INC.
RIA
CRD#: 23131
BRANDON, FL
Past
November 2, 2018 - July 28, 2022
OSAIC WEALTH, INC.
BD
CRD#: 23131
BRANDON, FL
Past
May 13, 2016 - November 2, 2018
SIGNATOR INVESTORS, INC.
RIA
CRD#: 468
BRANDON, FL
Past
May 13, 2016 - November 2, 2018
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BRANDON, FL
Past
November 4, 2009 - May 13, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
BRANDON, FL
Past
November 4, 2009 - May 13, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
BRANDON, FL
Past
April 11, 2002 - November 11, 2009
LPL FINANCIAL LLC
RIA
CRD#: 6413
BRANDON, FL
Past
April 10, 2002 - November 11, 2009
LPL FINANCIAL LLC
BD
CRD#: 6413
BRANDON, FL
Past
April 1, 1991 - April 9, 2002
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
PHILADELPHIA, PA
Past
August 21, 1984 - April 1, 1991
PW SECURITIES, INC.
BD
CRD#: 6775
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(7/26/2022)
RR
Arizona(7/26/2022)
RR
Arkansas(7/26/2022)
RR
California(7/26/2022)
RR
Colorado(7/26/2022)
RR
Delaware(7/26/2022)
RR
District of Columbia(7/26/2022)
RR
Florida(7/26/2022)
IAR
Florida(8/30/2022)
RR
Georgia(7/26/2022)
RR
Illinois(7/26/2022)
RR
Indiana(7/26/2022)
RR
Maine(7/26/2022)
RR
Maryland(7/26/2022)
RR
Massachusetts(7/26/2022)
RR
Michigan(7/26/2022)
RR
Nebraska(7/26/2022)
RR
New Hampshire(7/26/2022)
RR
New Jersey(7/26/2022)
RR
New York(7/26/2022)
RR
North Carolina(8/1/2022)
RR
North Dakota(7/26/2022)
RR
Ohio(7/26/2022)
RR
Oregon(7/26/2022)
RR
Pennsylvania(7/26/2022)
RR
Rhode Island(7/26/2022)
RR
South Carolina(7/26/2022)
RR
Tennessee(7/26/2022)
RR
Texas(7/26/2022)
IAR
Texas(7/26/2022)
RR
Virginia(7/26/2022)
RR
Washington(7/26/2022)
RR
West Virginia(7/26/2022)
RR
Wisconsin(7/26/2022)
RR
Wyoming(7/26/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
