Owen P. Blank

SAFEWATER INVESTMENT MANAGEMENT LLC

ATLANTA, GA 30308

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CRD#: 6483958

Professional summary

Owen Patterson Blank, who also goes by Owen P Blank, is a registered financial advisor currently at SAFEWATER INVESTMENT MANAGEMENT LLC located in Atlanta, Georgia.

Owen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Owen has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Owen P Blank

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.

*503758 - Sujac Sewing; Investment related No; Moultrie, Georgia; Manufacturing; Employee (proprietor, partner, officer, director, employee, trustee, agent); 06/2022; During business hours: 0; After business hours: 5; Administrative *503267- Snacks Music, LLC; Investment related-Yes; Decatur, Georgia; Art/Culture; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2022; During business hours: 0; After business hours: 4; Business Development/Growth

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Owen Patterson Blank's 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®

None

Experience

Current

November 20, 2023 - Present

SAFEWATER INVESTMENT MANAGEMENT LLC

Office #1: 300 Peachtree St Ne Ste Cs2 Pmb 1080, Atlanta, GA 30308

RIA

CRD#: 316571

ATLANTA, GA

Past

September 1, 2016 - October 31, 2023

MORGAN STANLEY

RIA

CRD#: 149777

Atlanta, GA

Past

June 30, 2016 - October 31, 2023

MORGAN STANLEY

CRD#: 149777

Atlanta, GA

Past

June 3, 2015 - May 4, 2016

COUNTRY CAPITAL MANAGEMENT COMPANY

CRD#: 12060

ATLANTA, GA

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

Georgia
(11/20/2023)

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

IAR

Series 66

Date: 8/30/2016

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/9/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/30/2016

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/3/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SAFEWATER INVESTMENT MANAGEMENT LLC

JENNINGS FINANCIAL PLANNING & INVESTMENTS | SAFEWATER INVESTMENT MANAGEMENT LLC | JENNINGS FINANCIAL PLANNING & INVESTMENTS LLC

CRD#: 316571 / SEC#:

Georgia

Registered Investment Advisory firm - (11/3/2021 Approved)

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Contact information

Main Address

300 Peachtree St Ne Ste Cs2 Pmb 1080, Atlanta, GA 30308

Mailing Address

300 Peachtree St. Ne Ste Cs2 Pmb 1080, Atlanta, GA 30308

Phone number

(678) 640-4595

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	172
AUM (Assets Under Management)	$ 26,850,000

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.

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Owen P. Blank

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Owen Patterson Blank's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAFEWATER INVESTMENT MANAGEMENT LLC

MORGAN STANLEY

MORGAN STANLEY

COUNTRY CAPITAL MANAGEMENT COMPANY

State Registrations and Notice Filings

Exams

Series 66

Date: 8/30/2016

Series 63

Date: 7/9/2015

SIE

Date: 10/1/2018

Series 7

Date: 6/30/2016

Series 6

Date: 6/3/2015

Current Firm

SAFEWATER INVESTMENT MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SAFEWATER INVESTMENT MANAGEMENT LLC

TRUST BUT VERIFY

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