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1175 Revolution Mill Dr. Suite 3, Greensboro, NC 27405 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2020-02-25 |
| NC | RA | APPROVED | 2020-02-24 |
Branch Locations
1175 Revolution Mill Dr. Suite 3, Greensboro, NC 27405 • United States
1175 Revolution Mill Dr Suite 3, Greensboro, NC 27405 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-02-24 |
Branch Locations
1175 Revolution Mill Dr Suite 3, Greensboro, NC 27405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-22 |
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