We embrace transparency of information that may help you make informed decisions. For your convenience, below are links to our disclosures. Please keep in mind that not all disclosures pertain to all client relationships. This will depend on the particular services, accounts or products that you choose to engage us for. We'll tell you which items pertain to you, as needed, but don't hesitate to ask us for clarification at any time.
Form CRS, required by the SEC, is intended to inform retail investors. Cambridge Investment Research, Inc ("Cambridge") serves as a Broker/Dealer.Cambridge Investment Research Advisors, Inc("CIRA") serves as a registered investment adviser.Because of these dual roles, they provide two CRS forms, along with a supplement
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice to understand what we do.
Form ADV 2A is the uniform form used by Registered Investment Advisers to register with both the Securities Exchange Commission (SEC) and state securities authorities. Rep-advisors are required to provide new and prospective clients with a brochure and brochure supplements where information is written in plain English
This Brochure Supplement provides information about Jamey Pugh that is an accompaniment to the Disclosure Brochures and Forms CRS for our firm, Cambridge Investment Research Advisors, Inc (CIRA) and affiliated broker-dealer, Cambridge Investment Research, Inc. (CIR).
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., A Broker/Dealer, Member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Rohn Financial Strategies and Cambridge are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CA,CO,FL,IN,MD,MN,MO,NM,NC, NV, TN,VA. No offers may be made or accepted from any resident outside the specific states referenced. Cambridge’s Form CRS (Customer Relationship Summary)
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