Austin, TX Office

Idolina Shumway is a financial advisor with Cambridge Investment Research Advisors in Austin, TX, holding Series 63 and Series 65 credentials and over 44 years of industry experience. She has been with Cambridge Investment Research Advisors since 2014 and has operated Shumway Wealth Management since 2012. Additionally, she serves as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a broad network of financial professionals, utilizing multiple custody and platform arrangements and a range of proprietary and third-party investment strategies.

Peter Dollive is a financial advisor with Cambridge Investment Research Advisors in Austin, TX, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been associated with various entities related to Cambridge Investment Research since 1996 and serves as Treasurer for the Shanti Childrens Foundation. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers diverse investment solutions across multiple platforms with strategies tailored to client objectives, including proprietary models under the Founders Gate Capital brand and access to unaffiliated strategists.

David Davis is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and over 28 years of industry experience. He has previously worked at FSC Securities Corp and H. Beck, Inc. Outside of advising, he coaches Brazilian Jiu Jitsu classes. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a variety of portfolio management strategies and custody platforms tailored to client objectives.

West Jackson is a financial advisor with Cambridge Investment Research Advisors holding Series 66 and Series 63 licenses. Based in Austin, TX, Jackson has one year of industry experience and previously worked in fitness and retail sectors, including Lifetime Fitness and Trader Joe’s. Outside of financial services, Jackson has been involved with a fitness education training center. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement sponsors. The firm offers a range of financial planning and investment management services delivered through independent professionals, utilizing proprietary models as well as third-party strategies across multiple platform arrangements.

Durward Mullen is a ChFC® and holds a Series 66 license with 57 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and has a longstanding affiliation with InNet Financial Group since 1999. Mullen is also involved in healthcare cost management through his role as principal of Lower Healthcare Cost LP. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, employing a variety of portfolio management strategies across multiple custody platforms.