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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-09-27 |
| FL | RA | APPROVED | 2024-09-19 |
| TX | RA | APPROVED | 2024-09-18 |
Branch Locations
123 W. Mills Ave Suite 200, El Paso, TX 79901 • United States
2415 E. Camelback Rd. Suite 700, Phoenix, AZ 85016 • United States
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-09-01 |
| ND | RA | APPROVED | 2020-06-22 |
| NJ | RA | APPROVED | 2019-09-26 |
| CO | RA | APPROVED | 2019-09-09 |
| NM | RA | APPROVED | 2019-09-09 |
| AZ | RA | APPROVED | 2019-09-06 |
| TX | RA | APPROVED | 2019-09-06 |
| FL | RA | APPROVED | 2019-09-04 |
| CA | RA | APPROVED | 2019-08-30 |
Branch Locations
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 04/2016 | 08/2019 |
| Strategic Wealth Advisors | El Paso | TX | 06/2009 | Present |
| Triad Advisors | Norcross | GA | 08/2019 | 08/2024 |
| Triad Hybrid Solutions | Norcross | GA | 08/2019 | 08/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 08/2024 | Present |
1)Strategic Wealth Advisors LLC;investment related; El Paso, TX 79901;dba;managing member;3/2009;160 hrs/month;6.5 hrs during trading;dba-provide financial advice and offer sales of commission 2)M FINANCIAL.POS:rep NATURE: fixed insurance sales INVESTMENT RELATED: Yes NUMBER OF HRS:160 SECURITIES TRADING HRS:6 START DATE:04/01/2016. ADDY;Portland OR 97209 DESCRIPT:offer LTC,disability & life insurance 3)ENTRANT BUSINESS STRATEGIES LLC. POS: Managing member NATURE:entity for future inherited real estate holdings INVESTMENT RELATED:Yes NUMBER OF HRS:0 SECURITIES TRADING HRS:0 START DATE:6/1/07 ADDY: El Paso TX 79932. DESCRIPT:manage personal real estate holdings 4)CAPITAL WEALTH MANAGEMENT OF EL PASO, LLC POSIT:managing member NATURE: entity exists for tax purposes INVESTMENT RELATED:No NUMBER OF HRS:0 SECURITIES TRADING HRS:0 START DATE:3/1/05 ADDY;El Paso TX 79932. DESCRIPT: tax entity 5)56TH AZ CONDO, LLC POS: partner NATURE: own condominium jointly with H. Gallardo with an LLC, current lease condo to our Strategic WA of AZ, LLC INVESTMENT RELATED: No NUMBER OF HRS: 1 SECURITIES TRADING HRS: 0 START DATE: 11/1/21 ADDY: Phoenix AZ 85054 DESCRIPT: coordinate the payment of mortgage & HOA each month, deposit rent payment 6)Strategic WA,LLC of ARizona;investment related;Scottsdale, AZ 85251 ;wealth management practice in business of providing financial planning and procurement of investment and insurance products;partner;10/2020;6-10 hrs/week;extension of our El Paso office,spend 6-10 days per month in this location 7)M FINANCIAL POS:rep NATURE:fixed insurance sales INVESTMENT RELATED: Yes NUMBER OF HRS:160 SECURITIES TRADING HRS:6 START DATE:4/1/16 ADDY:Portland OR 97209, United States. DESCRIPT: offer LTC,disability & life insurance 8)WORKFORCE SOLUTIONS BORDERPLEX POSIT:current Chair, chair from 1/1/24 - 12/31/25 NATURE: Texas based domestic non-profit corporation INVESTMENT RELATED: No NUMBER OF HRS:10 SECURITIES TRADING HRS:8 START DATE:4/25/17 ADDY:El Paso TX 79901 DESCRIPT: Duties: The Chairperson, who must be representative of business section of Area as provided in Sections 2308.251 et seq. of Government Code, shall be Chairperson of Board and, subject to control of Board, shall in general supervise business and affairs of Corporation. The Chairperson shall, when present, preside at all meetings of Board. Chairperson shall perform all duties incident to office of Chairperson and such other duties as from time to time may be prescribed by Board. 9) CALVARY CHAPEL SUN CITY POSIT: Board Member NATURE: Calvary Chapel Sun City is a non - profit religious entity INVESTMENT RELATED: No NUMBER OF HRS: 1 SECURITIES TRADING HRS: 0 START DATE: 9/1/24 ADDY: El Paso TX 79932 DESCRIPT: To serve on board and contribute through leadership, mission fulfillment, decision making, and community engagement 10) STRATEGIC WA. LLC POSIT: Partner / Director of Risk Management & Insurance Planning NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HRS: 160 SECURITIES TRADING HRS: 6 START DATE: 3/01/09 ADDY:El Paso TX 79901 DESCRIPT: dba - provide financial advice and offer sales of commission 11)STRATEGIC WA, LLC OF ARIZONA POSITION: partner NATURE: wealth management practice in business of providing financial planning and procurement of investment and insurance products INVESTMENT RELATED: Yes NUMBER OF HRS: 6 SECURITIES TRADING HRS: 6 START DATE: 10/1/20 ADDY:Scottsdale AZ 85251 DESCRIPT: Extension of our El Paso office. 12)BOBBY BLANCO MUSIC STREAMING POS: Musician and owner of personally written music available for streaming NATURE: Sole Prorietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/1/25 ADDY:El Paso TX 79932, United States DESCRIPT: I have been playing guitar for nearly 41 years and was in a rock band in the 90s where I wrote original music and released 2 albums and a Christmas album. All proceeds from CD sales and now all streaming revenue are donated to charity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-02 |
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