Robert F. Blair

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-08-03

NY RA
APPROVED

Since 2021-08-03

Branch Locations

22 Railroad Ave Ste 3, Sayville, NY 11782 • United States

3010 Westchester Ave Ste 200, Purchase, NY 10577 • United States

Sayvile, NY • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
North Ridge Securities Corp	Melville	NY	02/2004	02/2019
Cetera Advisor Networks Llc	Melville	NY	02/2019	06/2019
Wc Hoover And Company	Sayville	NY	08/2018	Present
Cogent Wealth Management	Sayville	NY	01/2011	Present
Lpl Financial Llc	Sayville	NY	06/2019	Present

02/2004 → 02/2019

North Ridge Securities Corp

Melville, NY
02/2019 → 06/2019

Cetera Advisor Networks Llc

Melville, NY
08/2018 → Present

Wc Hoover And Company

Sayville, NY
01/2011 → Present

Cogent Wealth Management

Sayville, NY
06/2019 → Present

Lpl Financial Llc

Sayville, NY

Other Businesses

1) 6/24/2019 - Non-Variable Insurance - Cogent Wealth Management - Investment Related - 2% - SAYVILLE, NY 2) 07/19/2019 - KM Capital Group, Inc - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/18/2019 - 160 Hours Per Month/160 Hours During Securities Trading. 3) 2/3/2020 - KM Capital - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/16/2019 - 10 Hours Per Month During Securities Trading. 4) 10/13/2020 - SMFD LLC - Not Investment Related - 22 Railroad Ave, Suite 2 Sayville, NY 11782 - Other-Sports Memorabilia Business - President of single member LLC - Start Date: 9/14/2020 - 10 Hours Per Month/1 Hour During Securities Trading. 5) 02/15/2022 - WC HOOVER AND CO - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Director - Start Date: 01/01/2022 - 10 Hours Per Month/3 Hours During Securities Trading - Time Spent 100%. 6) 05/01/2025 - JMRosen and Co, LLC - Investment Related - Westchester NY - Insurance Agency - Start Date:05/30/2025 - 10 Hours Per Month/ 1 Hours During Securities Trading