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100 Wall Street Suite 1501, New York, NY 10005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2023-01-03 |
| NY | RA | APPROVED | 2022-11-10 |
| NJ | RA | APPROVED | 2022-10-26 |
Branch Locations
100 Wall Street Suite 1501, New York, NY 10005 • United States
2 Union Street Suite 401, Portland, ME 04101 • United States
3 Pondview Ct, Marlton, NJ 08053 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2012-09-12 |
Branch Locations
3 Pondview Ct, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Viking Associates | Cherry Hill | NJ | 01/2008 | 09/2022 |
| Blueprint Capital Management, Llc | Marlton | NJ | 06/2012 | Present |
| Kelleher Financial Advisors, Llc | New York | NY | 09/2022 | Present |
Neil is also the Principal of Blueprint Capital Management which is a single operator RIA owned by Mr. Cataldi. Investment-related. BCM offers a Microcap equity strategy its clients and was launched in October of 2012. The address of the business is 3 Pondview Ct, Marlton NJ 08053. Hours per month are ~60.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-29 |
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