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Daniel A. Blumberg

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CRD#: 24182
DB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Daniel Alvah Blumberg was a registered financial professional .

Daniel is a previously registered financial professional and started their career in finance in 1970. Daniel had worked at 3 firms and has passed the Series 1 and Series 00 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 8, 1988 - January 3, 2005

ALPHA VENTURE SECURITIES COMPANY

BD
CRD#: 20703
WALNUT CREEK, CA
Past

April 23, 1970 - July 31, 1987

JOHNSTOWN CAPITAL SECURITIES CORPORATION

BD
CRD#: 5060
Past

January 28, 1970 - March 9, 1971

INVESTMENT PROGRAMS INC

BD
CRD#: 1000003

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 1
Date: 12/8/1966
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 00
Date: 4/9/1970
General Securities Principal Examination

Current Firm


AV
ALPHA VENTURE SECURITIES COMPANY
ALPHA VENTURE SECURITIES COMPANY | DANIEL A. BLUMBERG COMPANY | BLUMBERG, DANIEL ALVAH | ALPHA VENTURES SECURITIES COMPANY

CRD#: 20703 / SEC#: , 8-39066

BD
Terminated by SEC on 12/31/2004
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Contact information


Main Address
Mailing Address
Phone number
Established
Firm type
Sole Proprietorship
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BLUMBERG, DANIEL ALVAHSOLE PROPRIETOR24182

Disclosures


Regulatory Event2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ALPHA VENTURE SECURITIES COMPANY

CRD#: 20703

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