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RIA / WealthAdvisordual registered (broker-dealer)33 years in industry

FREDDIE DAVID BLUMENFELD

Advisor at LATITUDE ADVISORS, LLC

SKOKIE, IL | YORKVILLE, IL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 17, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LATITUDE ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 26, 1992earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Oct 26, 1992
First registration: Jun 17, 2002
Dual registered: yes, broker-dealer
Other names: FRED DAVID BLUMENFELD
IAPD individual key: 2283779

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LATITUDE ADVISORS, LLC	Independent wealth	Jan 4, 2010	n/a	yes	YORKVILLE, IL\|SKOKIE, IL	Current employment
MEDALLION ADVISORY SERVICES, LLC	n/a	Jan 4, 2006	Nov 10, 2009	no	SKOKIE, IL	Previous registration
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Jul 2, 2004	Jan 27, 2006	no	SKOKIE, IL	Previous registration
GENWORTH FINANCIAL PLANNING CORPORATION	n/a	Jun 17, 2002	Jul 2, 2004	no	SKOKIE, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MEDALLION ADVISORY SERVICES, LLC	LATITUDE ADVISORS, LLC	Nov 10, 2009	Jan 4, 2010	55	Firm change	Other
CETERA INVESTMENT ADVISERS LLC	MEDALLION ADVISORY SERVICES, LLC	Jan 27, 2006	Jan 4, 2006	-23	Firm change	Other
GENWORTH FINANCIAL PLANNING CORPORATION	CETERA INVESTMENT ADVISERS LLC	Jul 2, 2004	Jul 2, 2004	0	Firm change	Other

Relationships

Registered with (4)

→ LATITUDE ADVISORS, LLCRegistered adviserregistration: current employment
Jan 4, 2010 to presentfactForm ADV
→ MEDALLION ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Jan 4, 2006 to Nov 10, 2009factForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Jul 2, 2004 to Jan 27, 2006factForm ADV
→ GENWORTH FINANCIAL PLANNING CORPORATIONRegistered adviserregistration: previous registration
Jun 17, 2002 to Jul 2, 2004factForm ADV

Dated events

No dated event names this entity yet.