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Current Employers
Blueprint Investment Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2020-02-25
NC RA APPROVED 2020-02-24
  • NJ RA
    APPROVED
    Since 2020-02-25
  • NC RA
    APPROVED
    Since 2020-02-24

Branch Locations

Manalapan, NJ • United States

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

Blueprint Fund Management

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2020-02-24
  • NC RA
    APPROVED
    Since 2020-02-24

Branch Locations

Manalapan, 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 04/2012 11/2019
Blueprint Investment Partners Llc Greensboro NC 11/2019 Present
Blueprint Fund Management, Llc Greensboro NC 11/2019 Present
Ultimus Fund Distributors, Llc Cincinnati OH 02/2020 06/2022
Olden Lane Securities, Llc Bridgewater NJ 06/2022 03/2023
Maplewood Investments, Inc. Dallas TX 09/2024 Present
  • 04/2012 → 11/2019
    Equinox Group Distributors, Llc
    Princeton, NJ
  • 11/2019 → Present
    Greensboro, NC
  • 11/2019 → Present
    Blueprint Fund Management, Llc
    Greensboro, NC
  • 02/2020 → 06/2022
    Ultimus Fund Distributors, Llc
    Cincinnati, OH
  • 06/2022 → 03/2023
    Olden Lane Securities, Llc
    Bridgewater, NJ
  • 09/2024 → Present
    Maplewood Investments, Inc.
    Dallas, TX
Other Businesses

Blueprint Investment Partners, Blueprint Financial Advisors, and Blueprint Fund Management/Investment-related/1250 Revolution Mills Dr, Ste 150, Greensboro, NC 27405/Registered Investment Advisers/National Sales Manager and Member/Since November 2019/300 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/Sales Supervisor and Member/Since September 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
S66 Uniform Combined State Law Examination 2020-02-24
S63 Uniform Securities Agent State Law Examination 2007-06-22
  • S66 Uniform Combined State Law Examination
    2020-02-24
  • S63 Uniform Securities Agent State Law Examination
    2007-06-22
Other Names
  • Mike Carlone
  • Michael Paul Carlone

View on SEC IAPD

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