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Current Employers
Blueprint Retirement Advisors Llc

1213 N Link St #1771, Palestine, TX 75803 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED 2019-07-19
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED
    Since 2019-07-19

Branch Locations

1213 N Link St #1771, Palestine, TX 75803 • United States

Moraga, CA • 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
State Farm Insurance Moraga CA 02/2006 06/2019
Blueprint Retirement Advisors Llc Moraga CA 07/2019 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-08-28
  • S63 Uniform Securities Agent State Law Examination
    2000-08-28
Designations

View on SEC IAPD

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