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Robert Mallory Freeman

Blueprint Financial Advisors

Charlotte, NC

Richmond, VA

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Current Employers
Blueprint Financial Advisors

1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-10-01
  • VA RA
    APPROVED
    Since 2025-10-01

Branch Locations

1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States

9030 Stony Point Parkway, Suite 590, Richmond, VA 23235 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morse Capital Partners Richmond VA 03/2011 Present
Blueprint Financial Advisors Llc Charlotte NC 09/2025 Present
  • 03/2011 → Present
    Morse Capital Partners
    Richmond, VA
  • 09/2025 → Present
    Blueprint Financial Advisors Llc
    Charlotte, NC
Previous Registrations
  • 2022-02-01 → 2025-11-10
    Morse Capital Partners, Llc
    Richmond, VA
  • 2011-03-21 → 2021-12-31
    Morse Capital Partners, Llc
    Richmond, VA
  • 2006-04-03 → 2011-03-14
    Capgroup Advisors
    Richmond, VA
  • 2002-03-13 → 2006-04-03
    Capital Advisory Group
    Richmond, VA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-09-24
S65 Uniform Investment Adviser Law Examination 1996-09-23
  • S63 Uniform Securities Agent State Law Examination
    1996-09-24
  • S65 Uniform Investment Adviser Law Examination
    1996-09-23
Designations

View on SEC IAPD

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