George Blunt Breeden

Current Employers

Employment History

• 10/2013 → 06/2024
  Securities America, Inc.
  Annapolis, MD
• 10/2013 → 04/2018
  United Advisors, Llc
  Annapolis, MD
• 04/2018 → 11/2024
  Arbor Point Advisors
  Arnold, MD
• 06/2024 → Present
  Osaic Wealth, Inc.
  Arnold, MD
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2018-04-04 → 2024-11-08
  Arbor Point Advisors
  Arnold, MD
• 2013-10-21 → 2018-04-13
  United Advisors
  Annapolis, MD
• 2007-04-09 → 2013-11-07
  Lpl Financial Llc
  Annapolis, MD
  Stevensville, MD
  Stevensville, MD
• 2000-11-13 → 2003-01-09
  Ameriprise Financial Services, Llc
  Towson, MD

Other Businesses

1. SUCCESSOR EXECUTOR Position: Successor Executor Nature: Personal Investment Related: No | Hours: 0 | Trading Hours: 0 Start Date: 11/10/2016 Location: Arnold, MD 21012 Description: Named as Successor Executor upon the passing of both my uncle and mother. Status confirmed in most recent notification (2016). No current active duties. 2. EASTERN DISTRICT PCRC Position: Volunteer / Vice President Nature: 501(c)(3) Nonprofit (Police Community Relations Council) Investment Related: No | Hours: 3 | Trading Hours: 0 Start Date: 04/01/2016 Location: Pasadena, MD 21122 Description: Volunteer supporting monthly meetings (notes, coordination). Reelected as Vice President for 2026 on 11/19/2025; actively serving on leadership committee. 3. DELMARVA FINANCIAL GROUP Position: Owner / Advisor Nature: Trade name of Breeden Enterprises LLC; financial planning and product distribution (insurance, annuities) Investment Related: Yes | Hours: 200 | Trading Hours: 50 Start Date: 01/10/2003 Location: Arnold, MD 21012 Description: Lead financial advisor and managing partner overseeing operations, client services, and product distribution. 4. CAPE ST. CLAIRE IMPROVEMENT ASSOCIATION Position: Volunteer Board Member (Board of Governors) Nature: Community Association Investment Related: No | Hours: 15 | Trading Hours: 2 Start Date: 01/01/2013 Location: Annapolis, MD 21409 Description: Board member overseeing community governance and operations. 5. BROADNECK COUNCIL OF COMMUNITIES Position: Board Member at Large (Executive Committee) Nature: Volunteer Community Organization Investment Related: No | Hours: 10 | Trading Hours: 1 Start Date: 04/01/2016 Location: Annapolis, MD 21409 Description: Participate in zoning and transportation initiatives; support community engagement through meetings and guest speaker programs. 6. PARENTS POWER OF ATTORNEY & HEALTH CARE AGENT Position: POA & Health Care Agent Nature: Personal Investment Related: No | Hours: 40 | Trading Hours: 8 Start Date: 05/25/2026 Location: Annapolis, MD 21409 Description: Primary statutory and durable Power of Attorney and Health Care Agent for both parents due to health status changes; responsible for financial and medical decision-making. 7. BSQUARED VENTURES, LLC POSITION: Business Owner/ Managing Partner NATURE: BSquared Ventures, LLC will be taxed as a Sole Proprietorship as a pass through entity. There are no "shared' profits" as a sole member, but term "shared profits is from subdivisions of product lines. The purpose for which the company was formed are to produce, market, and sell various products and services, provide including app development, marketing of different product lines and networked services that we can provide contracting through graphic designers, and services, among other network partners. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2023 ADDRESS: 1298 Bay Dale Drive, St 201, Arnold MD 21012, United States DESCRIPTION: We are transferring assets and goodwill willed owned by Breeden Enterprizes, LLC to BSquared Ventures, LLC. This will separate potential business opportunities in making of BBQ sauce products, crabbing licenses, apparel, equipment, digital trade names, and websites. This includes social media, You Tube, and podcast publications under trade names that will include but not limited to The Big Shed, Big Shed BBQ, Big Shed Barbeque, Bobo-Grillin's Sauces, Beaut Charters, and BSV Media. 8. BREEDEN ENTERPRISES, LLC Position: Managing Partner Nature: S-Corp (100% owned) consulting, operations, marketing Investment Related: Yes | Hours: 20 | Trading Hours: 5 Start Date: 01/01/2007 Location: Arnold, MD 21012 Description: Provides business consulting and operational support. Holds trade name Delmarva Financial Group and manages leases, expenses, and staffing.

Exams

• S66 Uniform Combined State Law Examination
  2007-04-06

Other Names

• Beau Breeden
• George Blunt Breeden