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James E Blue

Blue Advisors

Upper Arlington, OH

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Current Employers
Blue Advisors

Upper Arlington, OH • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-10-18
OH RA APPROVED 2021-09-07
  • PA RA
    APPROVED
    Since 2021-10-18
  • OH RA
    APPROVED
    Since 2021-09-07

Branch Locations

Upper Arlington, OH • 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
Rootstock Investment Management, Llc. Pittsburgh PA 09/2014 08/2021
Wealthcare Advisory Partners Columbus OH 03/2021 01/2022
Blue Advisory Llc Columbus OH 08/2021 Present
  • 09/2014 → 08/2021
    Rootstock Investment Management, Llc.
    Pittsburgh, PA
  • 03/2021 → 01/2022
    Wealthcare Advisory Partners
    Columbus, OH
  • 08/2021 → Present
    Blue Advisory Llc
    Columbus, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-08-09
  • S66 Uniform Combined State Law Examination
    2013-08-09
Designations
Other Names
  • James E. Blue
  • James Edward Blue

View on SEC IAPD

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