Anna M. Blokh

OPENARC CORPORATE ADVISORY

ATLANTA, GA 30326

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CRD#: 5181640

Professional summary

Anna Mikhaylovna Blokh, CFP®, who also goes by Anna Mikhaylovna Florez, is a registered financial advisor currently at OPENARC CORPORATE ADVISORY, LLC located in Atlanta, Georgia.

Anna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Anna has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Anna Mikhaylovna Florez

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.

I*1233345, Entity Type: Entity For Profit, Name of OBA: Rental Property 1, Address: Inlet Beach, Florida 32461, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee Start Date: 04/15/2023, No Hours: 2, No Hours during trading: 0, Duties: Owner of Rental Property

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anna Mikhaylovna Blokh's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

October 14, 2025 - Present

OPENARC CORPORATE ADVISORY, LLC

Office #1: 3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326

RIA

CRD#: 336837

ATLANTA, GA

Past

October 23, 2009 - September 29, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

ATLANTA, GA

Past

August 8, 2006 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

ATLANTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OPENARC CORPORATE ADVISORY, LLC

1330 ADVISORS | OPENARC CORPORATE ADVISORY, LLC | 1330 ADVISORS, LLC

CRD#: 336837 / SEC#: 801-133754

RIA

Registered Investment Advisory firm - (7/8/2025 Approved)

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

Georgia
(10/14/2025)

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

Series 63

Date: 8/11/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/6/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/7/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

OPENARC CORPORATE ADVISORY, LLC

1330 ADVISORS | OPENARC CORPORATE ADVISORY, LLC | 1330 ADVISORS, LLC

CRD#: 336837 / SEC#: 801-133754

RIA

Registered Investment Advisory firm - (7/8/2025 Approved)

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Contact information

Main Address

3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326

Mailing Address

Phone number

(844) 648-6001

Established

Firm type

Fiscal year end

# of Employees

140

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

1330 ADVISORS ADV PART 2A (10/2/2025)

Regulatory assets under management

Total Number of Accounts	492
AUM (Assets Under Management)	$ 443,705,451

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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Firm Stability Insights

Anna M. Blokh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anna Mikhaylovna Blokh's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BANC OF AMERICA INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

OPENARC CORPORATE ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/11/2006

SIE

Date: 10/1/2018

Series 7

Date: 12/6/2010

Series 6

Date: 8/7/2006

Current Firm

OPENARC CORPORATE ADVISORY, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OPENARC CORPORATE ADVISORY, LLC

TRUST BUT VERIFY

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