John C. Bland

DIVERSIFIED INVESTMENT SERVICES LLC

Durham, NC 27705

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CRD#: 4455075

Professional summary

John Charles Bland is a registered financial advisor currently at DIVERSIFIED INVESTMENT SERVICES LLC located in Durham, North Carolina.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. John has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

1) Licensed Insurance Agent; Investment Related; 3200 Croasdaile Drive, Suite 402, Durham, NC, 27705; Insurance product sales; Start Date: 12-01-2023.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Charles Bland's CRS (Customer Relationship Summary).

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

Current

July 31, 2017 - Present

DIVERSIFIED INVESTMENT SERVICES LLC

Office #1: 3200 Croasdaile Drive Suite 402, Durham, NC 27705

RIA

CRD#: 288689

Durham, NC

Past

May 16, 2017 - May 19, 2017

BLACKRIDGE ASSET MANAGEMENT, LLC

RIA

CRD#: 277085

HILLSBOROUGH, NC

Past

January 15, 2014 - April 26, 2017

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

DURHAM, NC

Past

January 15, 2014 - April 26, 2017

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

DURHAM, NC

Past

September 22, 2009 - February 12, 2014

SUMMIT FINANCIAL GROUP INC

RIA

CRD#: 109485

DURHAM, NC

Past

September 22, 2009 - February 12, 2014

SUMMIT BROKERAGE SERVICES, INC.

CRD#: 34643

DURHAM, NC

Past

August 21, 2006 - October 5, 2009

LPL FINANCIAL LLC

RIA

CRD#: 6413

DURHAM, NC

Past

April 8, 2005 - October 5, 2009

LPL FINANCIAL LLC

CRD#: 6413

DURHAM, NC

Past

November 20, 2001 - April 13, 2005

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(7/31/2017)

IAR

Texas
(1/12/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/17/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/8/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/26/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/19/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/25/2005

General Securities Principal Examination

Current Firm

DIVERSIFIED INVESTMENT SERVICES LLC

DIVERSIFIED INVESTMENT SERVICES | DIVERSIFIED INVESTMENT SERVICES LLC

CRD#: 288689 / SEC#:

North Carolina

Registered Investment Advisory firm - (7/28/2017 Approved)

Texas

Registered Investment Advisory firm - (1/12/2021 Conditional Restricted)

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Contact information

Main Address

3200 Croasdaile Drive Suite 402, Durham, NC 27705

Mailing Address

Phone number

(919) 382-3366

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	155
AUM (Assets Under Management)	$ 25,500,000

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.

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Advisor Monitoring

Firm Stability Insights

John C. Bland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Charles Bland's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLACKRIDGE ASSET MANAGEMENT, LLC

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

SUMMIT FINANCIAL GROUP INC

SUMMIT BROKERAGE SERVICES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 8/17/2006

Series 63

Date: 1/8/2002

SIE

Date: 4/26/2017

Series 7

Date: 11/19/2001

Series 24

Date: 5/25/2005

Current Firm

DIVERSIFIED INVESTMENT SERVICES LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DIVERSIFIED INVESTMENT SERVICES LLC

TRUST BUT VERIFY

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