ADAM Steven BLUMBERG is an investment adviser representative (IAR) with state registration records since 2009, appearing at 4 firms. Currently registered with PROTOCOL WEALTH, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PROTOCOL WEALTH, LLC | 2025-04-12 | present | Yes |
| CHART WEALTH MANAGEMENT, LLC | 2017-09-18 | 2020-12-31 | — |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2015-11-13 | 2017-09-26 | — |
| MML INVESTORS SERVICES, LLC | 2009-06-30 | 2015-11-27 | — |