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Current Employers
Blueprint Investment Partners Llc

1175 Revolution Mill Dr. Suite 3, Greensboro, NC 27405 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-02-01
  • NC RA
    APPROVED
    Since 2024-02-01

Branch Locations

Medford, NJ • United States

1175 Revolution Mill Dr. Suite 3, Greensboro, NC 27405 • 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
Equinox Group Distributors, Llc Princeton NJ 05/2012 10/2019
Blackrock Investments, Llc Princeton NJ 09/2013 10/2019
Axs Investments Port Chester NY 10/2019 09/2020
Imst Distributors, Llc Portland ME 11/2019 09/2020
Equinox Funds Princeton NJ 05/2012 09/2022
Locorr Funds Excelsior MN 11/2020 01/2023
Long Short Advisors, Llc Palm Beach Gardens FL 02/2023 10/2023
Unemployed Medford NJ 10/2023 12/2023
Blueprint Investment Partners Greensboro NC 01/2023 Present
Maplewood Investments Inc Dallas TX 10/2024 Present
  • 05/2012 → 10/2019
    Equinox Group Distributors, Llc
    Princeton, NJ
  • 09/2013 → 10/2019
    Blackrock Investments, Llc
    Princeton, NJ
  • 10/2019 → 09/2020
    Axs Investments
    Port Chester, NY
  • 11/2019 → 09/2020
    Imst Distributors, Llc
    Portland, ME
  • 05/2012 → 09/2022
    Equinox Funds
    Princeton, NJ
  • 11/2020 → 01/2023
    Locorr Funds
    Excelsior, MN
  • 02/2023 → 10/2023
    Palm Beach Gardens, FL
  • 10/2023 → 12/2023
    Unemployed
    Medford, NJ
  • 01/2023 → Present
    Blueprint Investment Partners
    Greensboro, NC
  • 10/2024 → Present
    Maplewood Investments Inc
    Dallas, TX
Previous Registrations
Other Businesses

Blueprint Investment Partners/Investment-related/1250 Revolution Mills Dr, Ste 150, Greensboro, NC 27405/Registered Investment Adviser/Strategy Consultant/Since January 2024/300 hours per month and 6.5 during securities trading hours/Duties include locating financial advisers interested in help with investment models, execution and support. Maplewood Investments, Inc./Investment-related/12222 Merit Drive, Ste 1390, Dallas, TX 75251/Broker Dealer/Strategy Consultant/Since October 2024/10 hours per month during securities trading hours/Duties include locating financial advisers interested in help with investment models, execution and support.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-09
S63 Uniform Securities Agent State Law Examination 2003-08-29
  • S65 Uniform Investment Adviser Law Examination
    2023-06-09
  • S63 Uniform Securities Agent State Law Examination
    2003-08-29
Other Names
  • Gregory P. Gerhartz

View on SEC IAPD

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