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RIA / WealthAdvisor26 years in industry

Anthony Mark Montenegro

Advisor at THE BLACKMONT GROUP

FULLERTON, CA

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Search this name across graphsid dfx:ria:83ece972-0af1-b17a-4e37-02e52916fc00

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Aug 5, 2009 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: THE BLACKMONT GROUP
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 21, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Apr 21, 2000
First registration: Aug 5, 2009
Dual registered: no
IAPD individual key: 4161085

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
THE BLACKMONT GROUP	State registered	Sep 27, 2024	n/a	yes	FULLERTON, CA	Current employment
CREATIVE FINANCIAL DESIGNS, INC.	Bd affiliated wealth	Jan 4, 2021	Sep 26, 2024	no	Brea, CA\|KOKOMO, IN\|Fullerton, CA	Previous registration
D.A. DAVIDSON & CO.	Independent wealth	Sep 16, 2020	Jan 5, 2021	no	NEWPORT BEACH, CA	Previous registration
CREATIVE FINANCIAL DESIGNS, INC.	Bd affiliated wealth	Jun 11, 2014	Sep 15, 2020	no	BREA, CA\|BELLFLOWER, CA\|KOKOMO, IN\|Fullerton, CA\|Mission Viejo, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jun 6, 2013	Jun 24, 2014	no	NEWPORT BEACH, CA	Previous registration
DEUTSCHE BANK SECURITIES INC.	No RAUM reported	Dec 17, 2010	Jun 12, 2013	no	Los Angeles, CA	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Mar 25, 2010	Dec 10, 2010	no	TORRANCE, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Aug 5, 2009	Mar 25, 2010	no	NEWPORT BEACH, CA	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
CREATIVE FINANCIAL DESIGNS, INC.	THE BLACKMONT GROUP	Sep 26, 2024	Sep 27, 2024	1	Firm change	Ibd to state RIA
D.A. DAVIDSON & CO.	CREATIVE FINANCIAL DESIGNS, INC.	Jan 5, 2021	Jan 4, 2021	-1	Firm change	RIA to ibd
CREATIVE FINANCIAL DESIGNS, INC.	D.A. DAVIDSON & CO.	Sep 15, 2020	Sep 16, 2020	1	Firm change	Ibd to RIA
LPL FINANCIAL LLC	CREATIVE FINANCIAL DESIGNS, INC.	Jun 24, 2014	Jun 11, 2014	-13	Firm change	Other
DEUTSCHE BANK SECURITIES INC.	LPL FINANCIAL LLC	Jun 12, 2013	Jun 6, 2013	-6	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	DEUTSCHE BANK SECURITIES INC.	Dec 10, 2010	Dec 17, 2010	7	Firm change	Other
LPL FINANCIAL LLC	CHASE INVESTMENT SERVICES CORP.	Mar 25, 2010	Mar 25, 2010	0	Firm change	Other

Relationships

Registered with (6)

→ THE BLACKMONT GROUPRegistered adviserregistration: current employment
Sep 27, 2024 to presentfactForm ADV
→ CREATIVE FINANCIAL DESIGNS, INC.Registered adviserregistration: previous registration
Jan 4, 2021 to Sep 26, 2024factForm ADV
→ D.A. DAVIDSON & CO.Registered adviserregistration: previous registration
Sep 16, 2020 to Jan 5, 2021factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jun 6, 2013 to Jun 24, 2014factForm ADV
→ DEUTSCHE BANK SECURITIES INC.Registered adviserregistration: previous registration
Dec 17, 2010 to Jun 12, 2013factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Mar 25, 2010 to Dec 10, 2010factForm ADV

Dated events

Occurred
Sep 26, 2024
Advisor changed firm
Anthony Mark Montenegro left Creative Financial Designs, Inc. for The Blackmont Group (registered 2024-09-27)
Form ADVobserved 5 days ago