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Katherine Ching Chuan Lee Olson
Katherine Ching Chuan Lee
CRD#: 6742913
IA
Investment Adviser
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Broker
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.CRD#: 134139 1233 SHAGBARK ROAD
GAHANNA, OH 43230
CAMBRIDGE INVESTMENT RESEARCH, INC.CRD#: 39543 1233 Shagbark Rd.
Gahanna, OH 43230
Registration History
20172018201920202021202220232024202520262 FIRMS2019 - 2022 (2 years)2 FIRMS2022 - Present (2 years)BMML INVESTORS SERVICES, LLC (CRD# 10409)2017 - 2019 (1 year)
License(s)

State Registrations

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California 5/24/2022

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Ohio 5/24/2022

IA
California 5/25/2022

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Ohio 5/26/2022

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
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CAMBRIDGE INVESTMENT RESEARCH, INC. (CRD#:39543)
1233 Shagbark Rd., Gahanna, OH 43230
Coto de Caza, CA
Registered with this firm since 5/24/2022

IA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. (CRD#:134139)
1233 SHAGBARK ROAD, GAHANNA, OH 43230
Sacramento, CA
Registered with this firm since 5/24/2022

Previous Registration(s)
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07/09/2019 - 05/09/2022 COMMONWEALTH FINANCIAL NETWORK (CRD#:8032) Sacramento, CA
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07/09/2019 - 05/09/2022 COMMONWEALTH FINANCIAL NETWORK (CRD#:8032) Sacramento, CA
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12/13/2017 - 06/06/2019 MML INVESTORS SERVICES, LLC (CRD#:10409) SACRAMENTO, CA
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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.