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1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-10-03 |
Branch Locations
1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Redwine & Company, Inc | Charlotte | NC | 11/2014 | 10/2017 |
| Stonecrest Advisors, Inc. | Sarasota | FL | 11/2014 | 11/2017 |
| Emerson Cress, Llc | Charlotte | NC | 11/2017 | Present |
| Hayden Royal | Charlotte | NC | 09/2019 | 08/2020 |
| Wfa Of San Diego | Charlotte | NC | 02/2020 | 08/2020 |
| Zermatt Securities, Inc. | Charlotte | NC | 01/2020 | 08/2020 |
| Woodbury Financial Services Inc | Charlotte | NC | 08/2020 | 09/2022 |
| Blueprint Financial Advisors | Charlotte | NC | 09/2022 | Present |
| Blueprint Investment Partners | Charlotte | NC | 09/2022 | 06/2025 |
| Quint Capital | New York | NY | 01/2023 | 05/2023 |
| Kingswood Capital Partners, Llc | Charlotte | NC | 05/2023 | 07/2024 |
| Maplewood Investments, Inc. | Dallas | TX | 01/2025 | 01/2026 |
| Maplewood Investments Inc. | Dallas | TX | 01/2026 | Present |
1) Blueprint Financial Advisors - investment related - 1100 Kenilworth Ave, Suite 210 - RIA - president - 9/1/22 - approx 45 hrs - approx 45 hrs - RIA arm of client portfolios 2) Blueprint Insurance Services - investment related - 1100 Kenilworth Ave, Ste 210, Charlotte, NC 28204 - insurance licensing - consultant - 6/1/2023 - 0 hrs - holding my insurance license 3) Emerson Cress - not investment related - 1722 Scotland Ave. Charlotte NC 28207 - 1099 consulting - Real estate consulting - owner, operator - 3/2019 - approx 20 hrs - 0 hrs - consulting firm as a 1099
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-27 |
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