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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-09-27
FL RA APPROVED 2024-09-19
TX RA APPROVED 2024-09-18
  • AZ RA
    APPROVED
    Since 2024-09-27
  • FL RA
    APPROVED
    Since 2024-09-19
  • TX RA
    APPROVED
    Since 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

Osaic Advisory Services, Llc

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
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
  • OK RA
    APPROVED
    Since 2023-09-01
  • ND RA
    APPROVED
    Since 2020-06-22
  • NJ RA
    APPROVED
    Since 2019-09-26
  • CO RA
    APPROVED
    Since 2019-09-09
  • NM RA
    APPROVED
    Since 2019-09-09
  • AZ RA
    APPROVED
    Since 2019-09-06
  • TX RA
    APPROVED
    Since 2019-09-06
  • FL RA
    APPROVED
    Since 2019-09-04
  • CA RA
    APPROVED
    Since 2019-08-30

Branch Locations

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

123 W. Mills Ave Ste 200, El Paso, TX 79901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2016 → 08/2019
    Portland, OR
  • 06/2009 → Present
    Strategic Wealth Advisors
    El Paso, TX
  • 08/2019 → 08/2024
    Triad Advisors
    Norcross, GA
  • 08/2019 → 08/2024
    Triad Hybrid Solutions
    Norcross, GA
  • 08/2024 → Present
    Scottsdale, AZ
Previous Registrations
  • 2016-04-15 → 2019-08-30
    Portland, OR
    El Paso, TX
  • 2009-09-03 → 2016-05-03
    Investors Capital Corp.
    Lynnfield, MA
    El Paso, TX
    Tustin, CA
    El Paso, TX
    El Paso, TX
    Gilford, NH
    Lynnfield, MA
    Lynnfield, MA
    Lynnfield, MA
  • 2006-06-15 → 2009-09-16
    Houston, TX
    El Paso, TX
    El Paso, TX
    El Paso, TX
    El Paso, TX
  • 2004-08-23 → 2006-06-14
    Woodbury Financial Services, Inc.
    El Paso, TX
    El Paso, TX
    El Paso, TX
  • 2001-11-09 → 2004-07-27
    El Paso, TX
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-09-17
S63 Uniform Securities Agent State Law Examination 1996-08-02
  • S66 Uniform Combined State Law Examination
    2001-09-17
  • S63 Uniform Securities Agent State Law Examination
    1996-08-02
Other Names
  • Bobby A Blanco
  • Roberto A Blanco
  • Roberto Aleandro Blanco

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