David Lee Blitz

Current Employers

Kingsbury Capital Investment Advisors Llc

Wilmette, IL • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2017-07-19

IL RA
APPROVED

Since 2017-07-19

Branch Locations

Wilmette, IL • United States

Evanston, IL • 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

Organization	City	State	From	To
Kingsbury Capital, Inc.	Evanston	IL	05/2016	12/2019
Kingsbury Capital Investment Advisors, Llc	Evanston	IL	07/2017	Present
Cabot Lodge Securities Llc	New York	NY	01/2020	06/2023

05/2016 → 12/2019

Kingsbury Capital, Inc.

Evanston, IL
07/2017 → Present

Kingsbury Capital Investment Advisors, Llc

Evanston, IL
01/2020 → 06/2023

Cabot Lodge Securities Llc

New York, NY

Other Businesses

Blitz Financial Services, Inc. Non-Investment Related, to receive brokerage, investment advisory, insurance and related commissions, fees, trails, etc., Glenview, IL, President, 7/2016, 2-3 hours per month, less than 1 hour during trading hours, Administrative. Cornerstone Condominium Association, not investment related, Evanston, IL, manage homeowner affairs of 15 units/members that comprise the association, Board Member, 10/2018, 1-2 hours per month, <1 hour during trading hours, meet as needed to ensure adherence to condo rule, review/vote on budget issues, and initiate/review/vote on any other kinds of business that is brought before the board.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-06-21

S66 Uniform Combined State Law Examination

2017-06-21