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Current Employers
Strategic Blueprint, Llc

2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-11-22
  • NY RA
    APPROVED
    Since 2021-11-22

Branch Locations

2047 Victory Blvd Suite 200, Staten Island, NY 10314 • 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
J.P. Morgan Securities Llc Staten Island NY 10/2012 10/2020
S.M.G. Realty Corp. Staten Island NY 11/2012 Present
Lpl Financial, Llc Staten Island NY 10/2020 11/2021
The Strategic Financial Alliance, Inc. Atlanta GA 11/2021 Present
Strategic Blueprint, Llc Atlanta GA 11/2021 Present
Previous Registrations
Other Businesses

1) 2011 - Real Estate Rental - SMG Realty - Investment Related - 0% - 133 Bennett Place, Staten island, NY 10312 2) MetaParadigm Wealth Management, LLC - DBA: MetaParadigm Wealth Management Investment Related At Reported Business Location(s) - DBA for marketing financial services Start Date: 4/26/2021 30 Hours Per Month/5 Hours During Securities Trading. 3) Name: Fixed Insurance Position: Owner/Sole Proprietor Nature: Fixed Annuities and Fixed Insurance. Investment Related: Yes Hours: 2 Securities Trading Hours: 8 Start Date: 10/20/2021 Address: 2047 Victory Blvd, Ste 200, Staten Island NY 10314, United States Description: recommend fixed insurance products and perform due diligence and maintain licenses.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-04-13
  • S66 Uniform Combined State Law Examination
    2007-04-13

View on SEC IAPD

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