John Charles Panter

Current Employers

Blueprint Financial Advisors

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2026-05-07

CO RA
APPROVED

Since 2026-05-07

Branch Locations

100 Fillmore St, Suite 500, Denver, CO 80206 • United States

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

Disclosures

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.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Plan To Invest Capital Management, Inc.	Denver	CO	06/2010	Present
Cim Securities, Llc	Denver	CO	06/2010	02/2018
Blueprint Financial Advisors Llc	Charlotte	NC	05/2026	Present

06/2010 → Present

Plan To Invest Capital Management, Inc.

Denver, CO
06/2010 → 02/2018

Cim Securities, Llc

Denver, CO
05/2026 → Present

Blueprint Financial Advisors Llc

Charlotte, NC

Previous Registrations

2010-06-15 → 2026-08-17

Plan To Invest Capital Management, Inc.

Denver, CO

Greenwood Village, CO

Centennial, CO
2004-08-02 → 2010-06-07

Kestra Investment Services, Llc

Littleton, CO

Lakewood, CO

Denver, CO
2002-07-22 → 2004-09-01

Capital Investment Management

Denver, CO

Other Businesses

JOHN PANTER - FARM RENTAL & FARM PRODUCTION - 25% OWNERSHIP - 0% TIME CONSUMPTION - RENTAL AND FARM PRODUCT SALES COMPENSATION I AM ALSO AN INDEPENDENT INSURANCE AGENT. I SPEND 4-5 HOURS PER WEEK ON THIS INVESTMENT RELATED ACTIVITY.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2003-10-27
S65	Uniform Investment Adviser Law Examination	2002-05-15

S63 Uniform Securities Agent State Law Examination

2003-10-27
S65 Uniform Investment Adviser Law Examination

2002-05-15

View on SEC IAPD