John P. Blatchford
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.
John Paul Blatchford SR., CFP®, who also goes by John Paul Blatchford, was a registered financial professional .
John is a previously registered financial professional and started their career in finance in 2000. John had worked at 6 firms and has passed the Series 65, Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 9, 2017 - January 15, 2018
THREE OAKS WEALTH
May 28, 2014 - June 5, 2017
TIMEPIECE FINANCIAL PLANNING, INC.
May 31, 2013 - December 4, 2013
FIDELIS IM
October 1, 2002 - January 21, 2004
WHJR ASSOCIATES
September 17, 2002 - October 1, 2003
OSAIC WEALTH, INC.
May 10, 2000 - September 27, 2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
THREE OAKS WEALTH
CRD#: 171082 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 326 |
| AUM (Assets Under Management) | $ 89,332,207 |
Red Flags
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