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1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-29 |
Branch Locations
1100 Kenilworth Ave, Suite 210, Charlotte, NC 28204 • United States
1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • 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 |
|---|---|---|---|---|
| Pruco Securities, Llc | Charlotte, | NC | 02/2018 | 08/2018 |
| Fellowship Of Christian Atheletes | Charlotte | NC | 08/2012 | 02/2017 |
| United Painting | Indian Trail | NC | 10/2016 | 04/2017 |
| Rodan+Fields | Charlotte | NC | 04/2017 | 02/2018 |
| Hornor Townsend & Kent Inc | Horsham | PA | 09/2018 | 01/2026 |
| Penn Mutual Life Insurance Co | Horsham | PA | 09/2018 | 01/2026 |
| Blueprint Financial Advisors Llc | Charlotte | NC | 01/2026 | Present |
| Maplewood Investments Inc | Dallas | TX | 01/2026 | Present |
1. DBA NAME: EMERALD FINANCIAL GROUP| INVESTMENT RELATED: YES|ADDRESS: CHARLOTTE, NC | POSITION HELD:PROPRIETOR/OWNER| START DATE: 6/1/2016 |NATURE OF ACTIVITY: MULTI-LINE INSURANCE, ADVISORY SERVICES AND BROKERAGE | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: OVER 140 HRS | DESCRIPTION OF DUTIES: SALES & SERVICE OF BROKERAGE; AND LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS AND ADVISORS PROVIDE CLIENTS FINANCIAL PLANNING SERVICES AND OTHER INVESTMENT ADVISORY SERVICES AND INVESTMENT PRODUCTS THROUGH BLUEPRINT FINANCIAL ADVISORS AND MAPLEWOOD INVESTMENTS, INC., BROKER/DEALER, MEMBER FINRA/SIPC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-28 |
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