George Herve Blais

Current Employers

Employment History

• 06/2009 → Present
  Advantage Retirement Solutions
  Bay Minette, AL
• 05/2010 → Present
  Practice Consulting Group
  Greenwich, CT
• 07/2013 → 10/2024
  American Portfolios Financial Services
  Holbrook, NY
• 07/2013 → 10/2024
  American Portfolios Advisors
  Holbrook, NY
• 03/2012 → Present
  Dmi, Inc.
  Hingham, MA
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2013-08-12 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2012-04-03 → 2013-07-16
  Greenwich Private Wealth Llc
  Greenwich, CT
• 2011-09-12 → 2012-03-01
  Lpl Financial Llc
  Daphne, AL
• 2007-03-01 → 2007-12-03
  Lpl Financial Llc
  Daphne, AL

Other Businesses

1. CLEARER VISION CONSULTING POSITION: Founder/President NATURE: Coaching and consulting of Practice Management and leadership development. The development of staff and team members for business objectives. Business plan development Planning and execution of day to day operations INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 08/12/2005 ADDRESS: 605 W 3rd Street, Bay Minette AL 36507 DESCRIPTION: Bimonthly phone consultation with follow up action items. 2. ADVANTAGE RETIREMENT SOLUTIONS POSITION: President NATURE: S CORP FOR TAX PURPOSES And Income Consolidation /ADVANTAGE RETIREMENT SOLUTIONS, INC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/02/2012 ADDRESS: 605 W 3rd Street, Bay Minette AL 36507, United States DESCRIPTION: This S Corporation is for financial management of my income from all sources for my financial practice -Accounting and cash management. I am the 100% share holder. 3. ADVANTAGE WEALTH MANAGEMENT POSITION: Wealth Consultant NATURE: Doing Business As ADVANTAGE WEALTH MANAGEMENT - LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 08/17/2011 ADDRESS: 9078 Merritt Lane, Ste. C, Daphne AL 36526, United States DESCRIPTION: Wealth Consultant. I am not a share holder. 4. GEORGE H. BLAIS JR. POSITION: Agent NATURE: George H. Blais Jr. ,Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 12/01/1994 ADRESS: 605 W 3rd Street, Bay Minette AL 36507 DESCRIPTION: Insurance sales and service

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-09-08
• S63 Uniform Securities Agent State Law Examination
  1994-08-22

Other Names

• George Herve Blais
• George H (Jr) Blais