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ADAM LEE HEINLEIN
CRD#: 1423639
IA
Investment Adviser
B
Broker
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.CRD#: 134139 15190 Wright Road
Grand Ledge, MI 48837
CAMBRIDGE INVESTMENT RESEARCH, INC.CRD#: 39543 15190 Wright Road
Grand Ledge, MI 48837
Registration History
1985199019952000200520102015202020252 FIRMS2024 - Present (<1 year)BREGULUS FINANCIAL GROUP, LLC (CRD# 150631)2014 - 2024 (10 years)BAMERICAN PORTFOLIOS FINANCIAL ... (CRD# 18487)2010 - 2014 (4 years)BSAGEPOINT FINANCIAL, INC. (CRD# 133763)2005 - 2010 (4 years)BSUNAMERICA SECURITIES, INC. (CRD# 20068)2003 - 2005 (2 years)BTHRIVENT INVESTMENT MANAGEMENT... (CRD# 18387)2002 - 2003 (<1 year)BLUTHERAN BROTHERHOOD SECURITIE... (CRD# 4205)1985 - 2002 (16 years)IAREGAL INVESTMENT ADVISORS LLC (CRD# 125004)2010 - 2024 (14 years)IAAMERICAN PORTFOLIOS ADVISORS, INC (CRD# 112697)2010 - 2011 (1 year)
License(s)

State Registrations

B
Arizona 12/16/2024

B
Missouri 12/16/2024

B
California 12/16/2024

B
New Mexico 2/10/2025

B
Colorado 12/16/2024

B
North Carolina 12/16/2024

B
Florida 12/16/2024

B
Ohio 12/16/2024

B
Georgia 12/16/2024

B
Oklahoma 12/16/2024

B
Illinois 12/16/2024

B
Tennessee 12/16/2024

B
Indiana 12/16/2024

B
Texas 12/16/2024

B
Maryland 12/16/2024

IA
Texas 12/16/2024

B
Michigan 12/16/2024

B
Virginia 12/16/2024

IA
Michigan 12/16/2024

B
Wisconsin 12/16/2024

B
Minnesota 12/16/2024

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. (CRD#:134139)
15190 Wright Road, Grand Ledge, MI 48837
Registered with this firm since 12/16/2024

B
CAMBRIDGE INVESTMENT RESEARCH, INC. (CRD#:39543)
15190 Wright Road, Grand Ledge, MI 48837
Registered with this firm since 12/16/2024

Previous Registration(s)
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IA
11/04/2010 - 12/23/2024 REGAL INVESTMENT ADVISORS LLC (CRD#:125004) GRAND LEDGE, MI
B
12/08/2014 - 12/23/2024 REGULUS FINANCIAL GROUP, LLC (CRD#:150631) Grand Ledge, MI
B
02/08/2010 - 12/05/2014 AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (CRD#:18487) GRAND LEDGE, MI
IA
02/26/2010 - 03/07/2011 AMERICAN PORTFOLIOS ADVISORS, INC (CRD#:112697) HOLBROOK, NY
B
10/31/2005 - 02/10/2010 SAGEPOINT FINANCIAL, INC. (CRD#:133763) KENTWOOD, MI
B
01/02/2003 - 10/31/2005 SUNAMERICA SECURITIES, INC. (CRD#:20068) PHOENIX, AZ
B
07/01/2002 - 01/16/2003 THRIVENT INVESTMENT MANAGEMENT INC. (CRD#:18387) MINNEAPOLIS, MN
B
12/17/1985 - 07/01/2002 LUTHERAN BROTHERHOOD SECURITIES CORP. (CRD#:4205) MINNEAPOLIS, MN
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B
Broker
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Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.