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Cody Daniel Blumenfeld

Investment Adviser Representative at Latitude Advisors, LLC

Skokie, ILCRD #7748130Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Cody Daniel Blumenfeld is an investment adviser representative with Latitude Advisors, LLC in Skokie, IL, where they have been registered since 2025, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Illinois.

Office

5215 Old Orchard Road, Ste 900
Skokie, IL 60077

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Illinois
Broker:
1 state or territory

Illinois

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 7/11/2025
Series 7
General Securities Representative Examination
Passed 6/11/2025
SIE
Securities Industry Essentials Examination
Passed 7/22/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Latitude Advisors, LLCCurrent
7/15/2025 – Skokie, IL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Interactive Brokers LLC
    May 2023 – Feb 2025Chicago, IL
  2. Pawlan, Blumenfeld, Miscinski, & Assoc., Ltd.
    Feb 2025 – no end date reportedSkokie, IL
  3. Cigna Healthcare
    May 2022 – Aug 2022St. Louis, MO
  4. GLM, Inc.
    Nov 2019 – Nov 2021Schaumburg, IL
  5. Schoolkidz
    May 2019 – Aug 2019Lincolnshire, IL
  6. Arlington International RACE Course
    May 2016 – Aug 2018Arlington Heights, IL
  7. Drake University
    Aug 2019 – May 2023Des Moines, IA
  8. JOHN Hersey HIGH School
    Aug 2015 – May 2019Arlington Heights, IL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Latitude Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Unknown

Client types the firm serves

Unknown

Firm assets under management

Unknown

Firm disclosures (Form ADV)
Unknown

Source: firm Form ADV filing

Similar advisors in Skokie, IL

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Cody Daniel Blumenfeld has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Cody Daniel Blumenfeld (Latitude Advisors) - Advisor Profile