Robert B. Irving
Professional summary
Robert Benson Irving is a registered financial professional currently at CAMBRIDGE INVESTMENT RESEARCH, INC. located in Lutherville, Maryland.
Robert is registered as a RR (Registered Representative) and started their career in finance in 1992. Robert has worked at 7 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Robert Benson Irving's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 16, 2024 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 2333 West Joppa Rd., Lutherville, MD 21093November 1, 2017 - October 18, 2024
GROVE POINT INVESTMENTS, LLC
December 9, 2013 - November 3, 2017
NATIONAL PLANNING CORPORATION
October 26, 2006 - November 13, 2013
FOUNDERS FINANCIAL SECURITIES LLC
February 12, 1997 - November 3, 2006
TRANSAMERICA FINANCIAL ADVISORS, LLC
December 8, 1995 - December 31, 1996
WOODBURY FINANCIAL SERVICES, INC.
June 1, 1992 - September 25, 1995
PRUCO SECURITIES, LLC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/16/2024)
(3/27/2025)
(10/16/2024)
(10/16/2024)
(10/16/2024)
(10/16/2024)
(10/16/2024)
(10/16/2024)
Exams
FINRA
Current Firm
CAMBRIDGE INVESTMENT RESEARCH, INC.
CRD#: 39543 / SEC#: , 8-48740
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CAMBRIDGE INVESTMENT GROUP, INC. | SHAREHOLDER/HOLDING COMPANY | |
| BELL, COLLEEN MCGUIRE | PRESIDENT INNOVATION AND EXPERIENCE; DIRECTOR | 5077188 |
| BOEN, RYAN | EVP, CHIEF FINANCIAL OFFICER/FINOP, PRINCIPAL OPERATIONS OFFICER | 7842316 |
| KUHLMAN, RICHARD HENRY | SVP, CHIEF LEGAL OFFICER | 7076563 |
| MILLER, SETH AARON | PRESIDENT ADVOCACY & ADMINISTRATION; GENERAL COUNSEL; DIRECTOR | 5495508 |
| ROBBINS, TAMMY ANN | EXECUTIVE VICE PRESIDENT/CHIEF BUSINESS DEVELOPMENT OFFICER | 3125668 |
| ROLLINS, EDDIE THOMAS | EXECUTIVE VICE PRESIDENT, MANAGING DIRECTOR - BRIDGEPORT | 1523500 |
| SHAFER, ANDREA LYNN | EVP, CHIEF SUPERVISION OFFICER | 5448499 |
| STONE, CARLA JEAN | FIRST VICE PRESIDENT, FINANCE/CHIEF ACCOUNTING OFFICER | 3193985 |
| TURNER, GREGORY WALTER | EVP, CONSULTING SERVICES | 3144311 |
| VEST, VALARIE KNOBLOCK | EVP, CHIEF EXPERIENCE OFFICER | 3074142 |
| VIVACQUA, JEFFREY FRANCIS | PRESIDENT GROWTH AND DEVELOPMENT; DIRECTOR | 2608892 |
| WEBBER, AMY LYNN | CEO, SECRETARY; DIRECTOR | 1812670 |
| YOUHN, STEPHEN MICHAEL | CHIEF COMPLIANCE OFFICER | 1414691 |
Disclosures
| Regulatory Event | 13 |
| Arbitration | 4 |
Red Flags
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