John M. Blamphin

RETIREMENT MANAGEMENT SYSTEMS

LEONARDTOWN, MD 20650

Some features on this profile are disabled

CRD#: 4565896

Professional summary

John Martin Blamphin, AIF®, CFP® is a registered financial advisor currently at RETIREMENT MANAGEMENT SYSTEMS located in Leonardtown, Maryland.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. John has worked at 7 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Insurance agent through Ash Brokerage, 303 West Main St., Freehold, NJ 07728 since 01-15-2019.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Martin Blamphin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

January 19, 2010 - Present

RETIREMENT MANAGEMENT SYSTEMS

Office #1: 41615 Park Avenue Suite 115, Leonardtown, MD 20650

RIA

CRD#: 150351

LEONARDTOWN, MD

Past

January 2, 2018 - December 31, 2018

INDEPENDENT FINANCIAL GROUP, LLC

CRD#: 7717

Annapolis, MD

Past

January 15, 2014 - December 31, 2018

SCARBOROUGH CAPITAL MANAGEMENT

RIA

CRD#: 169517

ANNAPOLIS, MD

Past

November 18, 2009 - January 29, 2014

SCARBOROUGH CAPITAL MANAGEMENT, INC.

RIA

CRD#: 107402

ANNAPOLIS, MD

Past

July 24, 2009 - December 31, 2017

SII INVESTMENTS, INC.

CRD#: 2225

ANNAPOLIS, MD

Past

April 29, 2008 - July 30, 2009

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

LINTHICUM, MD

Past

April 29, 2008 - July 30, 2009

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

LINTHICUM, MD

Past

January 11, 2006 - April 28, 2008

NATIONAL PLANNING CORPORATION

RIA

CRD#: 29604

SEVERNA PARK, MD

Past

June 27, 2005 - April 28, 2008

NATIONAL PLANNING CORPORATION

CRD#: 29604

SEVERNA PARK, MD

Past

May 5, 2004 - April 27, 2005

SCARBOROUGH CAPITAL MANAGEMENT, INC.

RIA

CRD#: 107402

ANNAPOLIS, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RETIREMENT MANAGEMENT SYSTEMS

DARR WEALTH ADVISORS | RETIREMENT MANAGEMENT SYSTEMS, LLC | RETIREMENT MANAGEMENT SYSTEMS, INC. | RETIREMENT MANAGEMENT SYSTEMS | OAK WEALTH PARTNERS, INC.

CRD#: 150351 / SEC#: 801-70978

RIA

Registered Investment Advisory firm - (1/19/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(1/19/2010)

IAR

Texas
(3/12/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/2/2005

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 4/9/2004

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/24/2005

Investment Company Products/Variable Contracts Representative Examination

Current Firm

RETIREMENT MANAGEMENT SYSTEMS

DARR WEALTH ADVISORS | RETIREMENT MANAGEMENT SYSTEMS, LLC | RETIREMENT MANAGEMENT SYSTEMS, INC. | RETIREMENT MANAGEMENT SYSTEMS | OAK WEALTH PARTNERS, INC.

CRD#: 150351 / SEC#: 801-70978

RIA

Registered Investment Advisory firm - (1/19/2010 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

41615 Park Avenue Suite 115, Leonardtown, MD 20650

Mailing Address

721 Main Street Suite 100, Stevensville, MD 21666

Phone number

(301) 327-5312

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (41 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RETIREMENT MANAGEMENT SYSTEMS ADV PART 2 (3/10/2025)

Regulatory assets under management

Total Number of Accounts	4,142
AUM (Assets Under Management)	$ 1,663,422,905

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/23/2024	Cover Page	Report
01/25/2024	Cover Page	Report
10/20/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Jori Guzhuna

AMERITAS ADVISORY SERVICES, LLC

LINCOLN, NE

Azam Qayum

CETERA ADVISORS LLC

GREENWOOD VILLAGE, IL

Steven Boorstein

ROCKCREST FINANCIAL LLC

IAR

Somers Point, NJ

We're Here To Help

Advisor Monitoring

Firm Stability Insights

John M. Blamphin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Martin Blamphin's CRS (Customer Relationship Summary).

Certified licenses

Experience

INDEPENDENT FINANCIAL GROUP, LLC

SCARBOROUGH CAPITAL MANAGEMENT

SCARBOROUGH CAPITAL MANAGEMENT, INC.

SII INVESTMENTS, INC.

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

NATIONAL PLANNING CORPORATION

NATIONAL PLANNING CORPORATION

SCARBOROUGH CAPITAL MANAGEMENT, INC.

Primary Firm SEC Registration

RETIREMENT MANAGEMENT SYSTEMS

State Registrations and Notice Filings

Exams

Series 63

Date: 9/2/2005

Series 65

Date: 4/9/2004

SIE

Date: 10/1/2018

Series 6

Date: 6/24/2005

Current Firm

RETIREMENT MANAGEMENT SYSTEMS

Contact information

SEC notice filing (41 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

RETIREMENT MANAGEMENT SYSTEMS

TRUST BUT VERIFY

Similar Advisors