Best Investors Account Sign in
Claim This Profile
Current Employers
Blueprint Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-08-04
TX RA APPROVED 2025-08-04
  • NC RA
    APPROVED
    Since 2025-08-04
  • TX RA
    APPROVED
    Since 2025-08-04

Branch Locations

1301 W Wendover #C, Greensboro, NC 27408 • 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
Gullion'S Csc, Inc. King NC 05/1992 Present
Treasured Property Durham NC 07/2014 01/2017
Robinson-Langley Capital Mangement, Llc Greensboro NC 03/2009 05/2018
Deep River Capital Advisors, Llc Bennett NC 03/2016 12/2019
The Abba Fund, Inc. Matthews NC 08/2005 Present
Robinson-Langley Capital Management, Llc Greensboro NC 03/2009 05/2018
Securities America Advisors, Inc. Greensboro NC 12/2019 06/2024
Osaic Wealth, Inc. Jersey City NJ 06/2024 08/2025
Blueprint Financial Advisors Llc Greensboro NC 08/2025 Present
  • 05/1992 → Present
    Gullion'S Csc, Inc.
    King, NC
  • 07/2014 → 01/2017
    Treasured Property
    Durham, NC
  • 03/2009 → 05/2018
    Robinson-Langley Capital Mangement, Llc
    Greensboro, NC
  • 03/2016 → 12/2019
    Deep River Capital Advisors, Llc
    Bennett, NC
  • 08/2005 → Present
    The Abba Fund, Inc.
    Matthews, NC
  • 03/2009 → 05/2018
    Robinson-Langley Capital Management, Llc
    Greensboro, NC
  • 12/2019 → 06/2024
    Securities America Advisors, Inc.
    Greensboro, NC
  • 06/2024 → 08/2025
    Jersey City, NJ
  • 08/2025 → Present
    Blueprint Financial Advisors Llc
    Greensboro, NC
Previous Registrations
  • 2024-06-14 → 2025-08-06
    Scottsdale, AZ
    Greensboro, NC
  • 2019-12-13 → 2024-06-14
    Securities America Advisors, Inc.
    Greensboro, NC
    Asheboro, NC
    Greensboro, NC
  • 2016-05-10 → 2019-12-17
    Deep River Capital Advisors, Llc
    Bennett, NC
  • 2015-02-24 → 2016-05-04
    Winston Salem, NC
  • 2011-10-21 → 2015-03-10
    Bluegrass Capital Advisors, Llc
    Louisville, KY
Other Businesses

SAA Position: Investment advisor Nature: Advisory Investment Related: Yes Hours: 160 Securities Trading Hours: 160 Start Date: 12/16/2019 Address: 1201 Battleground Ave, Greensboro NC 27408, United States Bethesda Family Ministries Position: board member Nature: Board Member Investment Related: No Hours: 10 Securities Trading Hours: 0 Start Date: 09/01/2009 Address: 230 Liberty Rd E, Bennett NC 27208, United States Pilgrim Properties, LLC Position: board member Nature: Board member Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 06/01/2005 Address: 607 S Main St, King NC 27021, United States Gullion's CSC, Inc. Position: shareholder Nature: Shareholder Investment Related: No Hours: 10 Securities Trading Hours: 5 Start Date: 05/01/1992 Address: 607 S Main St, King NC 27021, United States Rental Property Position: owner Nature: Rental property Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 06/01/2010 Address: 230 Liberty Rd E, Bennett NC 27208, United States ABBA Fund Position: board member president Nature: Board member Investment Related: No Hours: 40 Securities Trading Hours: 15 Start Date: 08/01/2005 Address: PO Box 868049, Plano TX 75086-8049, United States MIDTOWN FINANCIAL ADVISORS - DBA

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-10-20
  • S65 Uniform Investment Adviser Law Examination
    2011-10-20

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Greensboro, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor