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292 South Main Street, Suite 300, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-24 |
| GA | RA | APPROVED | 2022-05-18 |
Branch Locations
292 South Main Street, Suite 300, Alpharetta, GA 30009 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Sandy Springs | GA | 09/2005 | 05/2022 |
| Blueprint Private Wealth Management Llc | Alpharetta | GA | 03/2022 | Present |
| Manish Patel, Sole Proprietor | Alpharetta | GA | 12/2001 | 12/2022 |
| Jpm Ventures | Alpharetta | GA | 10/2017 | Present |
| Karish Llc | Alpharetta | GA | 01/2007 | 12/2024 |
| Ameriprise Financial Services, Llc | Sandy Springs | GA | 03/2003 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-05 |
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