Tell us about your practice… WE ARE HONORED THAT YOU WANT TO CONTINUE YOUR PROFESSIONAL CAREER WITH THE SUPER OFFICE OF SUPERVISORY JURISDICTION (OSJ) PROTECTED INVESTORS OF AMERICA. WE LOOK FORWARD TO SPEAKING WITH YOU ABOUT YOUR PRACTICE AND HOW WE MIGHT WORK TOGETHER IN THE FUTURE. TO HELP GUIDE THIS INITIAL CONVERSATION, PLEASE COMPLETE THE FORM BELOW: Name * First Name Last Name Personal Email * Name of Current Broker Dealer * Name of Current Custodian * Personal Phone * (###) ### #### Name of Your Business * Your Business Website http:// Licenses and Designations * (Example: Series 7, Series 66, CFP, etc.) Types of business and products you engage in: * Select all that apply. Commission Advisory Stocks Bonds Mutual Funds ETFs Alternatives Variable Annuities Fixed Indexed Insurance Variable Universal Life Fixed Annuities Options 529 Plans Mutual Funds Retirement Plans Other Total brokerage assets under your management: * $ Total number of accounts under your management: * Tell us about your book of business. For example, do you do commission, advisory, alternative products, insurance, etc.? Approximately how much does each does yoiur book comprise of? * Please let us know why you are interested in finding a new broker-dealer. What should we know about you and your book of business? We'd love to hear about your areas of expertise and business goals as well. Ideal Transition Date Please tell us your ideal transition date to a new broker-dealer. This will help us determine the urgency of your timeline. MM DD YYYY I AGREE * I AGREE * By clicking " I AGREE", I confirm that I am authorized to share this information with Protected Investors of America. I also acknowledge that by submitting this information, I am indicating that Protected Investors of America should reach out to discuss the possibility of joining the OSJ at Cambridge Investment Research, Inc., during which time they may need gather the additional information. Your information will be used for this purpose only. I agree LOOK US UP ON BROKERCHECK - A FREE TOOL TO RESEARCH THE BACKGROUND AND EXPERIENCE OF FINANCIAL BROKERS, FINANCIAL PROFESSIONALS, ADVISERS AND FIRMS. ABOUTOSJ SERVICESFINANCIAL PROFESSIONALSNEWS + NOTES Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors , a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Cambridge and Protected Investors of America are not affiliated. Financial Professional Email Login MyWealthscape Login for Clients