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Kenneth Browne Peters

Blueprint Investment Partners LLC

Greensboro, NC

CRD 5919793

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Employer firm

Blueprint Investment Partners LLC CRD 170196

$1.78B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Blueprint Investment Partners Llc

1175 Revolution Mill Dr. Suite 3, Greensboro, NC 27405 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-04-16
  • NC RA
    APPROVED
    Since 2021-04-16

Branch Locations

1175 Revolution Mill Dr. Suite 3, Greensboro, NC 27405 • 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
Stearns Financial Group Greensboro NC 12/2013 01/2020
Bell Partners, Inc. Greensboro NC 01/2020 02/2021
Blueprint Investment Partners Greensboro NC 03/2021 Present
  • 12/2013 → 01/2020
    Stearns Financial Group
    Greensboro, NC
  • 01/2020 → 02/2021
    Bell Partners, Inc.
    Greensboro, NC
  • 03/2021 → Present
    Blueprint Investment Partners
    Greensboro, NC
Previous Registrations
  • 2018-12-04 → 2020-03-13
    Stearns Financial Group
    Greensboro, NC
Other Businesses

Founder/CEO of a single-member LLC â??Aporia Research, LLCâ? started in 2017.The address is 3125 Kathleen Ave, PMB 108, Greensboro, NC 27408. It is not investment-related and devotes 0 hours to the business.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-04
  • S65 Uniform Investment Adviser Law Examination
    2018-12-04

View on SEC IAPD

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