Martha M. Blair
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Martha Mcnelly Blair, who also goes by Martha "marti" Blair, Marti M Blair, Martha Nash Mcnelly, Martha Mcnelly, Marty Mcnelly, was a registered financial professional .
Martha is a previously registered financial professional and started their career in finance in 1986. Martha had worked at 6 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 10, 2013 - September 25, 2013
SAN DIEGO WEALTH MANAGEMENT, LLC
October 31, 2005 - August 12, 2013
OSAIC SERVICES, INC.
October 31, 2005 - August 12, 2013
OSAIC SERVICES, INC.
August 21, 2003 - October 31, 2005
SUNAMERICA SECURITIES, INC.
March 28, 2003 - October 31, 2005
SUNAMERICA SECURITIES, INC.
November 22, 1997 - April 3, 2003
U.S. BANCORP ADVISORS, LLC
September 8, 1993 - April 3, 2003
U.S. BANCORP ADVISORS, LLC
June 29, 1987 - August 20, 1993
CAPITAL BROKERAGE CORPORATION
July 15, 1986 - October 16, 1987
G. R. PHELPS & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
SAN DIEGO WEALTH MANAGEMENT, LLC
CRD#: 155876 / SEC#:
Contact information
Red Flags
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