CG
C B. Greenwood
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
RICHMOND, VA 23233-1331
Some features on this profile are disabled
CRD#: 5251527
CG
Professional summary
C Blaire Greenwood, who also goes by Blaire Greenwood, Cathryn Blaire Greenwood, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Richmond, Virginia and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Richmond, Virginia.
C is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. C has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Blaire Greenwood | Cathryn Blaire Greenwood
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) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 5/2013 AS ADVISORY REP OF A RIA. INV REL - 15 HR/WK - 3/TRADING. 2) GREENWOOD & ASSOCIATES dba GREENWOOD FINANCIAL GROUP, 3761 WESTERRE PARKWAY, SUITE C, RICHMOND, VA, 1/2006 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 12 HR/WK - 25/TRADING. 3) EMPLOYEE BENEFITS CORPORATION OF AMERICA, 1410 SPRING HILL RD #301, MCLEAN, VA, 12/2016 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 20/WK - 20/TRADING. 4) THE FIRST TEE OF GREATER RICHMOND, 6736 HUNTING CREEK DR, RICHMOND, VA, 2/2018, AS LEADERSHIP ADVISORY BOARD MEMBER, NIR, 20HRS/YR, 0HRS/TRADING. 5) FELLOWSHIP OF CHRISTIAN ATHLETES GOLF MINISTRY / 8701 Leeds Road, Kansas City MO 64129 / 10/2022 / BOARD MEMBER OF MINISTRY / NIR / 2 HR/MO 1 HR TRADING 6) RICHMOND FINANCIAL ASSOCIATES / 3761 Westerre Parkway, Suite C, Henrico VA 23233 / 12/27/2021 / NIR / MEMBER - FLOW THROUGH ENTITY FOR MORTGAGE EXPENSES FOR BUSINESS / 2HR/MO - 0HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view C Blaire Greenwood'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®
NoneExperience
Current
May 8, 2013 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 3761 Westerre Pkwy Ste C, Richmond, VA 23233-1331Office #2: 2330 Commonwealth Dr. Ste. 200, Charlottesville, VA 22901Office #3: 700 Tech Center Pkwy. Ste 200, Newport News, VA 23606RIA
CRD#: 134139
RICHMOND, VA
Current
September 29, 2011 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 3761 Westerre Pkwy Ste C, Richmond, VA 23233Office #2: 700 Tech Center Pkwy. Ste 200, Newport News, VA 23606Office #3: 2330 Commonwealth Dr., Ste. 200, Charlottesville, VA 22901BD
CRD#: 39543
Richmond, VA
Past
January 17, 2007 - October 6, 2011
TOWER SQUARE SECURITIES, INC.
BD
CRD#: 833
RICHMOND, VA
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(2/26/2019)
RR
California(11/21/2023)
RR
Colorado(9/4/2014)
RR
Delaware(7/11/2024)
RR
Florida(8/24/2015)
RR
Georgia(1/3/2022)
RR
Illinois(2/26/2019)
RR
Indiana(2/12/2018)
RR
Iowa(6/10/2025)
RR
Kentucky(10/12/2017)
RR
Maryland(2/26/2019)
RR
Massachusetts(8/13/2024)
RR
Michigan(8/24/2015)
RR
Minnesota(1/3/2022)
RR
New Jersey(1/2/2020)
RR
New Mexico(1/2/2025)
RR
New York(1/2/2020)
RR
North Carolina(2/13/2018)
RR
North Dakota(1/3/2023)
RR
Ohio(8/24/2015)
RR
Pennsylvania(1/2/2020)
RR
South Carolina(2/12/2018)
RR
Tennessee(1/2/2025)
RR
Texas(10/9/2017)
IAR
Texas(10/10/2017)
RR
Utah(1/2/2020)
RR
Virginia(9/29/2011)
IAR
Virginia(5/8/2013)
RR
Washington(3/15/2019)
RR
Wisconsin(11/7/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
Registered Investment Advisory firm - (2/3/2005 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
Company Information
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD#: 134139Richmond, VA 23233-1331TRUST BUT VERIFY
Monitor C Greenwood
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
