Cody Blumenfeld has been an investment adviser representative at Latitude Advisors since July 2025, and is not listed among the firm’s executive officers or direct owners.
Latitude Advisors, LLC is a firm with $567M under management, 1,590 clients and 65 advisers across 26 offices, as of its April 2026 filing.
- Latitude Advisors, LLCCurrent– present · 1 yearSkokie, IL · Adviser representative · Firm CRD 151001
Investment adviser representative registrations
Cody Blumenfeld is registered as an investment adviser representative in Illinois, since July 2025.
- IllinoisSince 15 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 11 July 2025 |
| Series 7TO | General Securities Representative Examination | 11 June 2025 |
| SIE | Securities Industry Essentials Examination | 22 July 2024 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Cody Daniel Blumenfeld
- CRD
- 7748130
- Firm
- Latitude Advisors · CRD 151001
- Office
- 5215 Old Orchard Road, Ste 900, Skokie, IL 60077
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 2025
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Cody Blumenfeld work?
Cody Blumenfeld is an investment adviser representative registered through Latitude Advisors, LLC since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is Cody Blumenfeld a financial advisor?
Yes. Cody Blumenfeld has a current investment-adviser registration in Illinois, through Latitude Advisors since July 2025.
How many years of experience does Cody Blumenfeld have?
Cody Blumenfeld has 1 year in the financial industry, since June 2025, across 1 adviser firm.
What exams has Cody Blumenfeld passed?
Cody Blumenfeld has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in July 2024.
Where is Cody Blumenfeld based?
Cody Blumenfeld’s registered office is in Skokie, IL.
Is Cody Blumenfeld registered with FINRA?
Yes. Cody Blumenfeld has a current broker registration, under CRD 7748130.
Source: FINRA BrokerCheck
How can I verify Cody Blumenfeld’s record?
Search CRD 7748130 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Cody Blumenfeld’s full registration record.