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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-07-31 |
| PA | RA | APPROVED | 2018-11-02 |
Branch Locations
8150 Derry Street Suite C, Harrisburg, PA 17111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blair Financial Services | Harrisburg | PA | 04/1988 | Present |
| B & J Partnership, Llc | Harrisburg | PA | 11/2015 | Present |
| Signator Investors, Inc. | Harrisburg | PA | 05/2016 | 11/2018 |
| Osaic Wealth, Inc. | Harrisburg | PA | 11/2018 | Present |
1. BLAIR FINANCIAL SVCS. 8150 DERRY ST STE C HARRISBURG PA. INV-REL. OWNER 4/1988. APPROX 60 HRS/MO. SALES/SRVC OF FIN SVCS........... 2. BLAIR FAMILY TRUST POSITION: co-trustee NATURE: Private family trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/05/2016 ADDRESS: 8150 Derry St, Suite C, Harrisburg PA 17111, United States DESCRIPTION: Manage and monitor trust investments 3. FREDERICK BLAIR POSITION: executor NATURE: na INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/07/2024 ADDRESS: 145 S Hoernerstown Rd, Hummelstown PA 17036-9211 DESCRIPTION: settle sister, Victoria Crout, estate upon her passing 4. COMMONWEALTH FINANCIAL ASSOCIATES, LTD. POSITION: Founder/IAR NATURE: LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 175 START DATE: 09/01/1986 ADDRESS: 8150 Derry St., Suite C, Harrisburg PA 17111, United States DESCRIPTION: sales/marketing of securities, investment advisory and insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-04 |
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