Daniel Scott Blum

Current Employers

Employment History

• 12/2010 → Present
  Mass Mutual
  Sacramento, CA
• 12/2010 → Present
  Mml Investors Services Inc
  Sacramento, CA

Other Businesses

(1) NAME: DANIEL BLUM INV REL: Y ADD: RESIDENTIAL ADD NATURE: IND LIFE INS, HEALTH INS, GRP LIFE INS, GRP HEALTH INS POSITION: SALES/AGENT START DATE:12/2010 NO. HR/MO: 20 NO. HR/MO DURING SEC TRADING: 4 (2) NAME: BLUM PROPERTY LLC INV REL: Y ADD: 8021 HUGHES CT CITRUS HEIGHTS CA 95610 NATURE: RENTING OUT SINGLE FAMILY RESIDENCE POSITION: OWNER START DATE: 8/23/2022 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 0 DUTIES: PROPERTY OWNER-I HAVE A PROPERTY MANAGER THAT HANDLES ALL THE MANAGEMENT (3) NAME: DANIEL SCOTT BLUM INV REL: Y ADD: RESIDENTIAL NATURE: CREATED FOR INCOME OR EXPENSES, TAX PURPOSES POSITION: OWNER START DATE: 01/04/2024 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 0 DUTIES: THIS ENTITY WAS CREATED AS A DEPOSITORY FOR INCOME/COMPENSATION FROM BUSINESS(ES) (4) NAME: BEECHUM FINANCIAL CORP INV REL: Y ADD: RESIDENTIAL NATURE: MORTGAGE LOAN ORIGINATION POSITION: MORTGAGE LOAN ORIGINATOR START DATE: 4/1/2024 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 0 DUTIES: TO TAKE APPLICATIONS FOR RESIDENTIAL MORTGAGE LOANS TO BE HANDED OFF TO A BACK-END PROCESSOR WITH MY BROKER BEECHUM FINANCAL CORP (5) NAME: MINDSHIFT INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: TRAINING/COACHING FOR FINANCIAL ADVISORS POSITION: TRAINER/COACH START DATE: 07/15/2025 NO. HR/MO: 6 NO. HR/MO DURING SEC TRADING: 3 DESCRIBE DUTIES: FACILITATE TRAINING FOR ADVISORS LOOKING TO SHIFT THEIR PRACTICE TO COMPREHENSIVE FEE-BASED FINANCIAL PLANNING AS APPOSED TO JUST PRODUCT SALES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-12-23
• S63 Uniform Securities Agent State Law Examination
  2009-08-18