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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-09-01 |
| TX | RA | APPROVED_RES | 2021-09-01 |
Branch Locations
511 S. Myrtle Ave, Monrovia, CA 91016 • United States
Huntington Beach, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Life Insurance Company | Newport Beach | CA | 04/2013 | 03/2017 |
| Pacific Select Distributors Inc | Newport Beach | CA | 05/2013 | 03/2017 |
| Unemployed | Huntington Beach | CA | 03/2017 | 09/2017 |
| Cetera Advisor Networks Llc | El Segundo | CA | 09/2017 | 06/2018 |
| Cetera Investment Management Llc | El Segundo | CA | 02/2018 | 06/2018 |
| Woodbury Financial Services Inc | San Dimas | CA | 07/2018 | 07/2020 |
| Cetera Investment Services Llc | St Cloud | MN | 06/2020 | 09/2021 |
| Cetera Investment Advisers Llc | Monrovia | CA | 06/2020 | 09/2021 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2021 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2021 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. START DATE: 09/01/2021. 2) Benjamin Blum, 305 East Foothill Blvd., Monrovia CA 91016, United States, 06/01/2017, Owner, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 4 HR/MO - 2 HR/MO TRADING 3) BLESS HOLDINGS, LLC, 511 S. Myrtle Ave, Monrovia CA 91016, United States, 04/2024, Owner, Owner/Partner of a Business Entity, NIR, HR/MO: 5 - HR/MO TRADING: 0 4) NETTWORTH FINANCIAL GROUP, 305 E. Foothill Blvd, Monrovia CA 91016, United States, 10/01/2021, IAR, DBA Name, INV REL, 10 HR/MO - 5 HR/MO TRADING 5) BENJAMIN BLUM, 15881 Standish Ln, Huntington Beach CA 92647, United States, 07/2018, Owner, Insurance/Benefits/Human Resources, NIR, HR/MO: 1 - HR/MO TRADING: 5
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-26 |
| S66 | Uniform Combined State Law Examination | 2001-11-29 |
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