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Current Employers
Blueprint Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-01-28
  • NC RA
    APPROVED
    Since 2026-01-28

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
Guardian Life Insurance Co Fort Myers FL 08/2012 06/2017
Park Avenue Securities Llc Fort Myers FL 08/2014 06/2017
Massachusetts Mutual Life Insurance Company Addison TX 07/2017 12/2017
Mml Investors Services, Llc Addison TX 10/2017 12/2017
Guardian Life Insurance Company Addison TX 01/2018 03/2019
Park Avenue Securities Addison TX 01/2018 03/2019
Massmutual Life Insurance Co Charlotte NC 03/2019 03/2020
Mml Investors Services, Llc Charlotte NC 03/2019 03/2020
Massmutual Carolinas Charlotte NC 01/2020 03/2020
Massmutual Dfw Dallas TX 03/2019 12/2019
Opes One Advisors Addison TX 01/2018 02/2019
Spectrum Dallas TX 08/2017 12/2019
Smartwealth Llc Maitland FL 08/2012 07/2017
New York Life Insurance Co Charlotte NC 04/2020 01/2022
Nylife Securities Llc Charlotte NC 05/2020 01/2022
Allstate Charlotte NC 01/2022 09/2023
Hornor, Townsend, & Kent Llc Horsham PA 10/2023 01/2026
Penn Mutual Life Insurance Company Horsham PA 09/2023 01/2026
Blueprint Financial Advisors Charlotte NC 01/2026 Present
Maplewood Investments Inc Dallas TX 01/2026 Present
  • 08/2012 → 06/2017
    Guardian Life Insurance Co
    Fort Myers, FL
  • 08/2014 → 06/2017
    Park Avenue Securities Llc
    Fort Myers, FL
  • 07/2017 → 12/2017
    Massachusetts Mutual Life Insurance Company
    Addison, TX
  • 10/2017 → 12/2017
    Mml Investors Services, Llc
    Addison, TX
  • 01/2018 → 03/2019
    Guardian Life Insurance Company
    Addison, TX
  • 01/2018 → 03/2019
    Park Avenue Securities
    Addison, TX
  • 03/2019 → 03/2020
    Massmutual Life Insurance Co
    Charlotte, NC
  • 03/2019 → 03/2020
    Mml Investors Services, Llc
    Charlotte, NC
  • 01/2020 → 03/2020
    Massmutual Carolinas
    Charlotte, NC
  • 03/2019 → 12/2019
    Massmutual Dfw
    Dallas, TX
  • 01/2018 → 02/2019
    Opes One Advisors
    Addison, TX
  • 08/2017 → 12/2019
    Spectrum
    Dallas, TX
  • 08/2012 → 07/2017
    Smartwealth Llc
    Maitland, FL
  • 04/2020 → 01/2022
    New York Life Insurance Co
    Charlotte, NC
  • 05/2020 → 01/2022
    Nylife Securities Llc
    Charlotte, NC
  • 01/2022 → 09/2023
    Allstate
    Charlotte, NC
  • 10/2023 → 01/2026
    Horsham, PA
  • 09/2023 → 01/2026
    Penn Mutual Life Insurance Company
    Horsham, PA
  • 01/2026 → Present
    Charlotte, NC
  • 01/2026 → Present
    Maplewood Investments Inc
    Dallas, TX
Previous Registrations
Other Businesses

1)BASEBALL COACHING | POSITION: PAID COACH | NATURE: COACHING SON'S 9U BASEBALL TEAM | INVESTMENT RELATED: NO | NUMBER OF HOURS: 20 | SECURITIES TRADING HOURS: 0 | START DATE: 05/01/2025 | ADDRESS: PROVIDENCE PARK, OLDE 3800 READ ROAD, CHARLOTTE NC 28226 | DESCRIPTION: COACHING BASEBALL, GAMES AND PRACTICES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-10
S63 Uniform Securities Agent State Law Examination 2018-07-07
  • S65 Uniform Investment Adviser Law Examination
    2024-04-10
  • S63 Uniform Securities Agent State Law Examination
    2018-07-07

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