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Shimon Peter Blumenfeld

Integrity Investment Portfolios LLC

Cerritos, CA

La Jolla, CA

CRD 2657386

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Employer firm

Integrity Investment Portfolios LLC CRD 340113

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Integrity Investment Portfolios Llc

11662 Jerry St, Cerritos, CA 90703 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-03
  • CA RA
    APPROVED
    Since 2026-07-03

Branch Locations

11662 Jerry St, Cerritos, CA 90703 • United States

8843 Caminito Sueno, La Jolla, CA 92037 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Integrity Brokerage Services, Inc. Oceanside CA 09/2009 Present
  • 09/2009 → Present
    Integrity Brokerage Services, Inc.
    Oceanside, CA
Other Businesses

1. RE/MAX. Not Investment Related. 8843 Caminito Sueno, La Jolla, CA 92037. Real Estate Sales. Real Estate Agent. Start Date: 5/22/2016. 20 hours per month. O hours per month during securities trading hours. Real Estate Sales. 2. Residential rental owner. Not investment-related. La Jolla, CA. Owner. 2 hours during trading hours. 3. Uber. Not investment related. 8975 Miar Mesa Blvd, San Diego CA 92126. Delivery. Driver. Independent Contactor. Start Date: November 2022. 20 hours per month. 0 hours during trading hours. Pick up and deliver people.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-16
S63 Uniform Securities Agent State Law Examination 1995-09-22
  • S65 Uniform Investment Adviser Law Examination
    2024-12-16
  • S63 Uniform Securities Agent State Law Examination
    1995-09-22

View on SEC IAPD

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