Steven Blair Mccartin

Current Employers

Employment History

• 05/2016 → 11/2018
  Signator Investors, Inc.
  Nashville, TN
• 11/2018 → Present
  Osaic Wealth, Inc.
  Chester, MD
• 02/2025 → Present
  Continuum Advisory, Llc
  Chester, MD
• 02/2019 → Present
  Osaic Wealth, Inc
  Chester, MD
• 07/2022 → Present
  Mccartin Financial Services
  Chester, MD

Other Businesses

1. MCCARTIN FINANCIAL SERVICES, LLC POSITION: Principal NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/13/2023 ADDRESS: 1563 3B Suite C-1, Chester MD 21619, United States DESCRIPTION: Tax preparation 2. MCCARTIN FINANCIAL SERVICES, LLC POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes, NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/15/2023 ADDRESS: 1563 Postal Rd Ste C-1, Chester, MD 21619 DESCRIPTION: Sales/Marketing of Securities, Investment Advisory & Insurance Products 3. MCCARTIN FINANCIAL SERVICES, LLC - FIXED INSURANCE POSTION: Broker NATURE: LLC INVESTMENT RELATED: YES. NUMBER OF HOURS 5 SECURITIES TRADING HOURS 5 START DATE 11/15/2023. ADDRESS: 1563 Postal Rd Ste C-1, Chester, MD 21619 DESCRIPTION: Sales/Marketing of fixed annuities & non-variable insurance 4. Co-Trustee for his father’s 2024 ILIT. Position: Co-Trustee; NATURE: Appointed as a co-trustee along with siblings. Investment Related: No; NUMBER OF HOURS: 0; SECURITIES TRADING HOURS:0; START DATE: 3/19/2026 ADDRESS: 1563 Postal Road, Suite C-1, Chester MD 21619; DESCRIPTION: Trustee to father’s ILIT along with siblings, as of father’s date of death (3.19.2026). No fees.

Exams

• S66 Uniform Combined State Law Examination
  2019-02-19
• S63 Uniform Securities Agent State Law Examination
  2005-06-16

Designations