DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Freddie David Blumenfeld
Feed of 09/14/2026
Also filed as Fred David Blumenfeld
At current firm
16 y
since Jan 4, 2010
In the industry
33 y
since Oct 26, 1992 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Latitude Advisors, LLC independent RIA currentsince Jan 4, 2010 · Yorkville, Il
- Medallion Advisory Services, LLC unclassifiedJan 4, 2006 to Nov 10, 2009 · Skokie, Il
- Cetera Investment Advisers LLC BD affiliatedJul 2, 2004 to Jan 27, 2006 · Skokie, Il
- Genworth Financial Planning Corporation unclassifiedJun 17, 2002 to Jul 2, 2004 · Skokie, Il
Moves
a registration end followed by a registration begin elsewhere
- Medallion Advisory Services, LLC to Latitude Advisors, LLCleft Nov 10, 2009, registered Jan 4, 2010 (55 days) · Other
- Cetera Investment Advisers LLC to Medallion Advisory Services, LLCleft Jan 27, 2006, registered Jan 4, 2006 (-23 days) · Other
- Genworth Financial Planning Corporation to Cetera Investment Advisers LLCleft Jul 2, 2004, registered Jul 2, 2004 (0 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address