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2271 Lava Ridge Court Suite 200, Roseville, CA 95661 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-03-10 |
Branch Locations
9381 E. Stockton Blvd, Elk Grove, CA 95624 • United States
2271 Lava Ridge Court Suite 200, Roseville, CA 95661 • United States
Incline Village, NV • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nick Dally Dba Pacific Crest Financial And Insurance Services | Elk Grove | CA | 01/1996 | Present |
| Virtue Capital Management, Llc | Nashville | TN | 05/2014 | 01/2019 |
| Blueprint Wealth Partners, Llc | Valley Springs | CA | 01/2019 | 09/2019 |
| National Gold Consultants | Monticello | MN | 01/2018 | Present |
| Blueprint Investments And Tax Planning | Elk Grove | CA | 09/2019 | 02/2021 |
| Cadger Tax And Financial | Elk Grove | CA | 01/2021 | Present |
| Hansen & Associates Financial Group, Inc. | Sacramento | CA | 02/2021 | Present |
HAVE A CALIFORNIA REAL ESTATE LICENSE START 1988 CURRENTLY INACTIVE AGENT NON-INVESTMENT RELATED CURRENTLY ( 0 ) HOURS DEDICATED TO REAL ESTATE PACIFIC CREST FINANCIAL & INSURANCE SERVICES (OWNER) CALIFORNIA INSURANCE LICENSE - INVESTMENT RELATED START DATE 08/1996 9381 E. STOCKTON BLVD, SUITE 200, ELK GROVE, CA 95758 NATURE OF BUSINESS: SELL HEALTH INSURANCE, LIFE INSURANCE, ANNUITIES, LTC INDEPENDENT INSURANCE GENERAL AGENT - SELF EMPLOYED 8AM - 6PM M-F (200 HOURS PER MONTH INCLUDING DURING TRADING HOURS) NATIONAL GOLD CONSULTANTS INVESTMENT RELATED 3616 SCHOOL BLVD, SUITE 140, MONTICELLO, MN 55362 NATURE OF BUSINESS: GOLD & SILVER BROKER POSITION: CONSULTANT START DATE: 01/2018 4 HOURS PER MONTH DURING TRADING HOURS DUTIES: GOLD & SILVER SALES/MARKETING BluePrint Investments and Tax Planning, Investment-related, 15 St Andrews Road, #10, Valley Springs, CA, Investment Adviser, Investment Adviser Representative (IAR), 09/2019, 40 hours per month, 20 hours during securities trading hours, duties are client account service and investment management as an IAR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-09 |
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