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Eric and Kelly Schwartz Charitable Trust

ShareholderCambridge Investment Research Advisors, Inc.

About Eric and Kelly Schwartz Charitable Trust

Eric and Kelly Schwartz Charitable Trust is listed as Shareholder at Cambridge Investment Research Advisors, Inc. in Fairfield, IA. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Cambridge Investment Research Advisors, Inc.
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Eric and Kelly Schwartz Charitable Trust work?

Eric and Kelly Schwartz Charitable Trust is listed as Shareholder at Cambridge Investment Research Advisors, Inc. on SEC Form ADV.

How much of Cambridge Investment Research Advisors, Inc. does Eric and Kelly Schwartz Charitable Trust own?

Form ADV reports a beneficial ownership band of 25-50%.

Cambridge Investment Research Advisors, Inc.

TitleShareholder
Ownership25-50%
Control personYes
Since2024
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