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Detailed Report
MICHELLE JENNIFER BLASS
CRD#: 3167322
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Investment Adviser
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Previous Broker
1015 CAPITAL PARTNERS, LLCCRD#: 328453 933 Montgomery Ave.
Suite 1022
Narberth, PA 19072
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2008 - 2008 (<1 year)3 FIRMS2010 - 2010 (<1 year)2 FIRMS2012 - 2012 (<1 year)2 FIRMS2014 - 2015 (1 year)IA1015 CAPITAL PARTNERS, LLC (CRD# 328453)2024 - Present (1 year)BVANGUARD MARKETING CORPORATION (CRD# 7452)1999 - 2006 (6 years)IAVANGUARD ADVISERS INC (CRD# 106715)2001 - 2008 (6 years)
License(s)

State Registrations

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Pennsylvania 4/1/2024
Current Registration(s)
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1015 CAPITAL PARTNERS, LLC (CRD#:328453)
933 Montgomery Ave. Suite 1022, Narberth, PA 19072
Registered with this firm since 4/1/2024
Previous Registration(s)
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 08/14/2014 - 09/25/2015 LPL FINANCIAL LLC (CRD#:6413) PLYMOUTH MEETING, PA
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 08/28/2014 - 09/25/2015 LPL FINANCIAL LLC (CRD#:6413) PLYMOUTH MEETING, PA
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 04/10/2012 - 08/31/2012 LPL FINANCIAL LLC (CRD#:6413) PLYMOUTH MEETING, PA
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 05/02/2012 - 08/31/2012 LPL FINANCIAL LLC (CRD#:6413) PLYMOUTH MEETING, PA
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 07/02/2010 - 08/30/2010 WALNUT STREET SECURITIES, INC. (CRD#:15840) BERWYN, PA
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 07/01/2010 - 08/12/2010 AMERICAN FINANCIAL MANAGEMENT GROUP, LTD. (CRD#:119449) BERWYN, PA
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 07/01/2010 - 08/12/2010 IFG RUSSELL ADVISORS INC (CRD#:108677) BERWYN, PA
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 02/05/2008 - 07/08/2008 PRIMEVEST FINANCIAL SERVICES, INC. (CRD#:15340) LANSDALE, PA
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 02/20/2008 - 07/08/2008 PRIMEVEST FINANCIAL SERVICES, INC. (CRD#:15340) LANSDALE, PA
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 11/30/2001 - 02/06/2008 VANGUARD ADVISERS INC (CRD#:106715) MALVERN, PA
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 08/23/1999 - 02/21/2006 VANGUARD MARKETING CORPORATION (CRD#:7452) MALVERN, PA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.