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2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-14 |
| CA | RA | APPROVED | 2021-09-02 |
Branch Locations
15707 Rockfield Boulevard 130, Irvine, CA 92618 • United States
2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-01-07 |
| CA | RA | APPROVED | 2006-12-08 |
Branch Locations
15707 Rockfield Boulevard Suite 130, Irvine, CA 92618 • United States
Larkspur, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Strategic Financial Alliance, Inc. | Fountain Valley | CA | 11/2006 | Present |
| Sherpa Financial Advisors | Irvine | CA | 04/2010 | Present |
| Strategic Blueprint, Llc | Atlanta | GA | 09/2021 | Present |
-1-Name: Sherpa Financial Advisors Position: Owner/Sole Proprietor Nature: Securities through the Strategic Financial Alliance and advisory services through Strategic Blueprint. Acting as insurance agent for fixed insurance and LTC products via different providers. Investment Related: Yes Hours: 170/Securities Trading Hours: 80 Start Date: 04/09/2010 Address: 15707 Rockfield Blvd, #130, Irvine CA 92618, United States Description: President, financial advisement and planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-01 |
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