George Herve Blais

Current Employers

Employment History

• 12/2013 → 10/2024
  American Portfolios Financial Services, Inc.
  Holbrook, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2013-12-20 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2003-08-29 → 2013-12-20
  Lpl Financial Llc
  Daphne, AL
  Orange Beach, AL
• 2000-11-02 → 2003-09-15
  Wells Fargo Clearing Services, Llc
  Panama City, FL

Other Businesses

1. ADVANTAGE WEALTH MANAGEMENT POSITION: President, CPA NATURE: Advantage Wealth Management, Inc- Corporation. DBA- Tax advice, planning and preparation INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 01/22/2018 ADDRESS: 9078 Merritt Ln, Ste C, Daphne AL 36526, United States DESCRIPTION: DBA- Tax advice, planning, and preparation 2. BLAIS FAMILY TRUST DTD. 7-18-1997 POSITION: Successor Trustee NATURE: Family Trust- Fiduciary Capacity INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/18/1997 ADDRESS: 605 W 3rd St, Bay Minette AL 36507, United States DESCRIPTION: Fiduciary Capacity- Successor Trustee to family trust 3. ADVANTAGE WEALTH MANAGEMENT POSITION: President NATURE: ADVANTAGE WEALTH MANAGEMENT, INC DBA- Corporation DBA- Tax Purposes INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 08/14/2007 ADDRESS: 9078 Merritt Ln, Ste C, DAPHNE AL 36526, United States DESCRIPTION: Business structure for tax purposes 4. GEORGE BLAIS III, INSURANCE AGENT POSITION: Agent NATURE: George Blais III, Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 3 START DATE: 08/14/2007 ADDRESS: 9078 Merritt Ln, Ste C, DAPHNE AL 36526, United States DESCRIPTION: Non variable insurance sales 5. COLLEGE REAL ESTATE RENTAL POSITION: Spouse of owner NATURE: Joint tenants ownership owned by Meaghan Blais and James Ives. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/06/2026 ADDRESS: 31309 Hoot Owl Rd, Spanish Fort AL 36527, United States DESCRIPTION: The property is a residential rental with multiple tenants (college students). My spouse, Meaghan Blais and our friend, James Ives manages all leases and tenant relations. I have no management role. Income is reported on my joint tax return. This is a passive investment to offset the costs of my daughter's and our friends' daughter's housing costs. James Ives is also a client with assets held at Osaic in which I manage. This activity is not related to the financial planning, investment management, and tax preparation that I provide for the client.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-07-11
• S63 Uniform Securities Agent State Law Examination
  2000-06-13

Other Names

• Chip Blais