Dallas, TX Office

Nathan Pinzon is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Thrivent Financial, New York Life, and Neiman Marcus. Outside of his advisory work, he is the owner of Lakewood Private Capital LLC and also works as an insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent financial professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

David Nieswiadomy is a financial advisor with Cambridge Investment Research Advisors in Dallas, TX, holding a Series 66 credential and 10 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously at Transamerica Financial Advisors, Inc. from 2015 to 2017. Outside of advising, he is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm employs a range of investment strategies and platforms, combining proprietary models with access to unaffiliated strategists, and offers both discretionary and non-discretionary portfolio management through a network of independent financial professionals.

Harold Dédé III is a financial advisor with Cambridge Investment Research Advisors in Dallas, TX, holding a Series 66 designation and 14 years of industry experience. His prior experience includes roles at Fisher Investments, TL Private Wealth, and AXA Advisors, LLC. Outside of advisory work, he serves as CEO of DD, LLC, a travel and transportation services company, and holds board member positions with nonprofit organizations including the PWA Coalition of Dallas and Opracrole, an arts and performing arts group. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm employs various investment approaches, including discretionary and non-discretionary strategies, proprietary and third-party models, and provides institutional features such as advisor transition support and compliance frameworks.

Satyaprasad Chakravarthy is a financial advisor with Cambridge Investment Research Advisors in Dallas, TX, holding Series 63 and Series 66 designations. He has 10 years of industry experience, including prior roles at Voya Financial Advisors and continued involvement with Oklahoma State University. In addition to his advisory work, he is engaged in consulting and coaching through Pariveda. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Sharon Stark is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. She holds the ChFC® and Series 63 designations and has previously worked at United Planners Financial Services, Signator Investors, Inc., and Transamerica Financial Advisors, Inc. She is also an author, having written the book "Your Retirement GPS," and is active as an educator, podcast host, and speaker. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering both discretionary and non-discretionary portfolio management tailored to client objectives.

Christopher Jeffers is a financial advisor with Cambridge Investment Research Advisors in Dallas, TX, holding the ChFC® designation along with Series 63 and 65 licenses. He has 31 years of industry experience and has been with Cambridge Investment Research Advisors since 2014. In addition to his advisory role, he operates as an independent insurance agent. 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 plan advisory services through a network of independent financial professionals, employing a variety of portfolio management strategies across multiple platform arrangements.

Hans Heath is a financial advisor with Cambridge Investment Research Advisors based in Dallas, TX, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His career includes prior roles at MML Investors Services, MassMutual Life Insurance Company, and E*Trade Securities. Outside of advisory work, Heath is a music instructor and performer, and he owns several consulting and financial services businesses. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing tailored strategies that include proprietary models and access to third-party managers.

Ross Morgan is a CFP® certificant with 24 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2012. He holds Series 66 registration and is based in Dallas, TX. Outside of his advisory role, he serves as Treasurer for the Highland Park High School Boys Cross Country Booster Club. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using multiple platform arrangements and model strategies.