Michael A Blake

Current Employers

Employment History

• 03/2013 → 02/2018
  Lpl Financial, Llc
  Merrick, NY
• 09/2014 → 12/2016
  Nyc Dept Of Corrections
  New York, NY
• 02/2018 → 04/2025
  Kestra Investment Services, Llc.
  Merrick, NY
• 02/2018 → 04/2025
  Kestra Advisory Services, Llc.
  Merrick, NY
• 02/2018 → Present
  Merrick Financial Group
  Merrick, NY
• 04/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2014 → Present
  1840 Merrick Llc
  Merrick, NY
• 01/2014 → Present
  Merrick Planning Group, Llc
  Merrick, NY
• 04/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-06-22 → 2025-04-29
  Kestra Advisory Services, Llc
  Merrick, NY
  Austin, TX

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 11/2012 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: 1840 MERRICK LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: REAL ESTATE START DATE: 01/2014 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: OWNER; 3. NAME OF OTHER BUSINESS: MERRICK PLANNING GROUP, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2014 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 50 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING; 4. NAME OF OTHER BUSINESS: MERRICK FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2014 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 50 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES; 5. NAME OF OTHER BUSINESS: CMBJ INC. INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ENTITY FOR FINANCIAL ADVISOY BUSINESS COMPENSATION START DATE: 01/2014 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 50 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FLOWTHROUGH FOR COMPENSATION FROM MERRICK PLANNING GROUP; 6. NAME OF OTHER BUSINESS: MERRICK CARES FOR BLUE INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: 501C3 TO BENEFIT LAW ENFORCEMENT OFFICERS AND THE COMMUNTIY THEY SERVE. START DATE: 03/2024 POSITION/TITLE/RELATIONSHIP: PRESIDENT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: OVERSEE AND DIRECT THE GENERAL OPERATIONS OF THE ORGANIZATION;

Exams

• S66 Uniform Combined State Law Examination
  2013-04-11

Other Names

• Michael Blake