Dace Joseph Blaskovitz

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2010 → 12/2022
  Cantella & Co Inc
  Boston, MA
• 12/2022 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 12/2022 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2010 → 06/2023
  Cantella & Co., Inc.
  Malden, MA

Previous Registrations

• 2010-11-15 → 2023-06-01
  Cantella & Co., Inc.
  Wilmington, DE
  Wilmington, DE
  Wilmington, DE
  Malden, MA
• 2005-03-31 → 2010-12-14
  Cambridge Investment Research Advisors, Inc.
  Wilmington, DE
• 1998-04-17 → 2005-04-07
  Lockwood Financial Services, Inc.
  Wilmington, DE

Other Businesses

1) WEALTH ADVISORS LLC, 3210 COACHMAN RD WILMINGTON DE 19803, 11/1997, OWNER, DBA, INV REL, 130 HR/MO, 130 HR/MO Trading 2) BURGUNDY VILLA LLC, 3210 Coachman Rd, Wilmington DE 19803, 12/2020, OWNER, REAL ESTATE, NIR, 2 HR/MO, 0 HR/MO Trading 2) 1727802 LLC, 3210 COACHMAN RD WILMINGTON DE 19803, 12/2021, OWNER, REAL ESTATE, NIR, 2 HR/MO, 0 HR/MO Trading 3) FITNESS INSTRUCTOR, WILMINGTON DE 19803, 12/2017, INSTRUCTOR, EXCERCISE, NIR, 4 HR/MO, 0 HR/MO Trading 4) CIRA, 1776 Pleasant Plain Rd Fairfield IA 52556, 11/2022, IAR AFFILIATION, INV REL, 160 HR/MO 120 HR TRADING 5) DELAWARE PUBLIC MEDIA, DOVER DE 19901, 1/2025, HOST, RADIO SHOW, NIR, 5 HR/MO 5 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-04-02
• S63 Uniform Securities Agent State Law Examination
  1982-02-04