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James Edward Blazer

Wealth Planning Group, Inc.

Valencia, CA

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Current Employers
Wealth Planning Group, Inc.

25152 Springfield Court Suite 345, Valencia, CA 91355 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-13
  • CA RA
    APPROVED
    Since 2025-05-13

Branch Locations

25152 Springfield Court Suite 345, Valencia, CA 91355 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealth Planning Group, Inc. Valencia CA 02/2007 Present
Previous Registrations
  • 2009-12-11 → 2010-07-16
    Strategic Wealth Advisors Group
    Valencia, CA
  • 2009-09-08 → 2009-12-18
    Lpl Financial Llc
    Valencia, CA
    Sacramento, CA
  • 2009-04-27 → 2009-09-08
    Associated Securities Corp.
    Valencia, CA
    San Mateo, CA
  • 2005-03-18 → 2009-05-14
    Osaic Wealth, Inc.
    Valencia, CA
    Valencia, CA
    Valencia, CA
  • 2003-07-29 → 2006-07-20
    The Estate Management Group, Inc.
    Valencia, CA
  • 2003-05-22 → 2005-03-15
    Lpl Financial Llc
    Valencia, CA
  • 2001-03-29 → 2003-06-09
    A. G. Edwards & Sons, Inc.
    Northridge, CA
Other Businesses

06/16/10 - OTHER-PROFESSIONAL MUSICIAN, PROVIDE RECORDING AND LIVE PERFORMANCE SERVICES, 5% CA.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-09-08
  • S63 Uniform Securities Agent State Law Examination
    2000-09-08
Designations

View on SEC IAPD

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