0001577329-24-000002.txt : 20240319 0001577329-24-000002.hdr.sgml : 20240319 20240319143103 ACCESSION NUMBER: 0001577329-24-000002 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20240319 DATE AS OF CHANGE: 20240319 EFFECTIVENESS DATE: 20240319 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CAMBRIDGE INVESTMENT GROUP, INC. CENTRAL INDEX KEY: 0001577329 ORGANIZATION NAME: IRS NUMBER: 391897480 STATE OF INCORPORATION: IA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-508034 FILM NUMBER: 24762489 BUSINESS ADDRESS: STREET 1: 1776 PLEASANT PLAIN RD. CITY: FAIRFIELD STATE: IA ZIP: 52556 BUSINESS PHONE: 641-472-5100 MAIL ADDRESS: STREET 1: 1776 PLEASANT PLAIN RD. CITY: FAIRFIELD STATE: IA ZIP: 52556 D 1 primary_doc.xml X0708 D LIVE 0001577329 CAMBRIDGE INVESTMENT GROUP, INC. 1776 PLEASANT PLAIN RD. FAIRFIELD IA IOWA 52556 641-472-5100 IOWA None None Corporation true Eric Schwartz 1776 PLEASANT PLAIN RD. FAIRFIELD IA IOWA 52556 Executive Officer Director Director; Executive Co-Chairman Amy Webber 1776 PLEASANT PLAIN RD. FAIRFIELD IA IOWA 52556 Executive Officer Director Director; Executive Co-Chairman; Chief Executive Officer Colleen Bell 1776 PLEASANT PLAIN RD. FAIRFIELD IA IOWA 52556 Executive Officer Director Director; President, Innovation and Experience Jeffrey Vivacqua 1776 PLEASANT PLAIN RD. FAIRFIELD IA IOWA 52556 Executive Officer Director Director; President, Growth and Development Seth Miller 1776 PLEASANT PLAIN RD. FAIRFIELD IA IOWA 52556 Executive Officer Director Director; President, Advocacy and Administration; General Counsel Ryan Boen 1776 PLEASANT PLAIN RD. FAIRFIELD IA IOWA 52556 Executive Officer Executive Vice President; Associate Chief Financial Officer Richard Boyles 1776 PLEASANT PLAIN RD. FAIRFIELD IA IOWA 52556 Executive Officer Director Director; Executive Vice President; Chief Financial Officer Nelson Graham 1776 PLEASANT PLAIN RD. FAIRFIELD IA IOWA 52556 Executive Officer Executive Vice President; Chief Technology Officer Tammy Robbins 1776 PLEASANT PLAIN RD. FAIRFIELD IA IOWA 52556 Executive Officer Executive Vice President; Chief Business Development Officer Edward Rollins 1776 PLEASANT PLAIN RD. FAIRFIELD IA IOWA 52556 Executive Officer Executive Vice President; Managing Director, Bridgeport Andrea Shafer 1776 PLEASANT PLAIN RD. FAIRFIELD IA IOWA 52556 Executive Officer Executive Vice President; Chief Supervision Officer Daniel Sullivan 1776 PLEASANT PLAIN RD. FAIRFIELD IA IOWA 52556 Executive Officer Executive Vice President, Corporate Strategy Gregory Turner 1776 PLEASANT PLAIN RD. FAIRFIELD IA IOWA 52556 Executive Officer Executive Vice President, Consulting Services Valerie Vest 1776 PLEASANT PLAIN RD. FAIRFIELD IA IOWA 52556 Executive Officer Executive Vice President, Chief Experience Officer Other Banking and Financial Services Decline to Disclose 06b false 2023-12-31 true true false 50000 100000000 6308400 93691600 false 82 0 0 0 A portion of the proceeds will be used for general working capital, which may include salary payments to executive officers and directors. An estimate of such amount is unknown at this time. false CAMBRIDGE INVESTMENT GROUP, INC. Seth Miller Seth Miller President, Advocacy and Administration 2024-03-19