Inactive

Roger Irvin Bair

Financial Consulate

Hunt Valley, MD

Westminster, MD

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Current Employers

Financial Consulate

11019 Mccormick Road Suite 200, Hunt Valley, MD 21031 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-08-18
MD	RA	APPROVED	2011-04-06
PA	RA	APPROVED	2011-04-06

TX RA
APPROVED

Since 2023-08-18
MD RA
APPROVED

Since 2011-04-06
PA RA
APPROVED

Since 2011-04-06

Branch Locations

11019 Mccormick Road Suite 200, Hunt Valley, MD 21031 • United States

1302 Proline Place, Gettysburg, PA 17325 • United States

Westminster, MD • 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

Organization	City	State	From	To
Financial Consulate	Hunt Valley	MD	05/2008	Present

05/2008 → Present

Financial Consulate

Hunt Valley, MD

Previous Registrations

1996-10-21 → 2008-05-19

Psa Financial Advisors Inc

Lutherville, MD

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1992-01-08
S63	Uniform Securities Agent State Law Examination	1987-07-23

S65 Uniform Investment Adviser Law Examination

1992-01-08
S63 Uniform Securities Agent State Law Examination

1987-07-23

Designations

Other Names

Chip Bair

View on SEC IAPD

Other Firms

BAY HARBOR WEALTH MANAGEMENT, LLC

ABS CAPITAL PARTNERS, INC.

GROFF WEALTH MANAGEMENT

MONUMENTAL WEALTH, LLC

BUSH RIVER TRUST, LLC

OSAIC WEALTH, INC.

INDEPENDENT FINANCIAL PARTNERS

AE WEALTH MANAGEMENT, LLC

Other Investors

Andrew Benjamin Anthony

LANCE REID SCOTT

JOHN FRANCIS MORAN

Jack Richard Sweiderk

WILSON CROSBY TALIAFERRO

Cristina Polvinale Kothari

JOHN LUKE CHARLTON

Other Offices

BAY HARBOR WEALTH MANAGEMENT, LLC · HUNT VALLEY, MD

ABS CAPITAL PARTNERS, INC. · HUNT VALLEY, MD

GROFF WEALTH MANAGEMENT · HUNT VALLEY, MD

MONUMENTAL WEALTH, LLC · HUNT VALLEY, MD

BUSH RIVER TRUST, LLC · HUNT VALLEY, MD

OSAIC WEALTH, INC. · HUNT VALLEY, MD

INDEPENDENT FINANCIAL PARTNERS · Hunt Valley, MD

AE WEALTH MANAGEMENT, LLC · Hunt Valley, MD

More in Hunt Valley, MD

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