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Current Employers
Miai, Inc.

12222 Merit Dr Suite 1390, Dallas, TX 75251 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-01-23
  • NC RA
    APPROVED
    Since 2026-01-23

Branch Locations

12222 Merit Dr Suite 1390, Dallas, TX 75251 • United States

1100 Kenilworth Ave, Suite 210, Charlotte, NC 28204 • United States

Blueprint Financial Advisors

1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-01-23
SC RA APPROVED 2026-01-23
  • NC RA
    APPROVED
    Since 2026-01-23
  • SC RA
    APPROVED
    Since 2026-01-23

Branch Locations

1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States

1100 Kenilworth Ave, Suite 210, Charlotte, NC 28204 • 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
Pruco Securities Newark NJ 08/2007 10/2018
The Prudential Insurance Company Of America Charlotte NC 08/2007 10/2018
Penn Mutual Life Insurance Co Horsham PA 10/2018 01/2026
Hornor Townsend & Kent Inc Horsham PA 10/2018 01/2026
Blueprint Financial Advisors Llc Charlotte NC 01/2026 Present
Miai, Inc. Dallas TX 01/2026 Present
Maplewood Investments Inc Dallas TX 01/2026 Present
  • 08/2007 → 10/2018
    Pruco Securities
    Newark, NJ
  • 08/2007 → 10/2018
    The Prudential Insurance Company Of America
    Charlotte, NC
  • 10/2018 → 01/2026
    Penn Mutual Life Insurance Co
    Horsham, PA
  • 10/2018 → 01/2026
    Hornor Townsend & Kent Inc
    Horsham, PA
  • 01/2026 → Present
    Blueprint Financial Advisors Llc
    Charlotte, NC
  • 01/2026 → Present
    Dallas, TX
  • 01/2026 → Present
    Maplewood Investments Inc
    Dallas, TX
Previous Registrations
Other Businesses

1. DBA NAME: EMERALD FINANCIAL GROUP| INVESTMENT RELATED: YES|ADDRESS: CHARLOTTE, NC | POSITION HELD:PROPRIETOR/OWNER| START DATE: 6/1/2016 |NATURE OF ACTIVITY: MULTI-LINE INSURANCE, ADVISORY SERVICES AND BROKERAGE | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: OVER 140 HRS | DESCRIPTION OF DUTIES: SALES & SERVICE OF BROKERAGE; AND LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS INCLUDING THE PENN MUTUAL LIFE INS. CO. ADVISORS PROVIDE CLIENTS FINANCIAL PLANNING SERVICES AND OTHER INVESTMENT ADVISORY SERVICES AND INVESTMENT PRODUCTS THROUGH BLUEPRINT FINANCIAL ADVISORS and MIAI, INC, SEC REGISTERED INVESTMENT ADVISERS, MAPLEWOOD INVESTMENTS, INC., BROKER/DEALER, MEMBER FINRA/SIPC. AND BLUEPRINT INSURANCE SERVICES, INSURANCE AGENCY. 2. DBA NAME: RODAN & FIELDS|SALES CONSULTANT | INVESTMENT RELATED: NO |POSITION HELD: OTHER - SALES CONSULTANT | ADDRESS: 11517 BRANGUS LANE, MINT HILL, NC 28227 | START DATE: 10/1/2015 | NATURE OF ACTIVITY:OTHER - SKIN CARE | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES:MAINLY PERSONAL PURCHASES; SELL & HELP CLIENTS BUY SKIN CARE PRODUCTS. NO TIER RECRUITING / SELLING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-10-04
S63 Uniform Securities Agent State Law Examination 2007-08-31
  • S65 Uniform Investment Adviser Law Examination
    2007-10-04
  • S63 Uniform Securities Agent State Law Examination
    2007-08-31
Designations
Other Names
  • Robin Crouse
  • Robin Renee Crouse
  • Robin Renee Cook
  • Robin Renee Crouse-Cook

View on SEC IAPD

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