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Nicholas Andrew Davis

Blueprint Financial Advisors

Weare, NH

Charlotte, NC

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Current Employers
Blueprint Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2024-07-30
NC RA APPROVED 2024-07-11
GA RA APPROVED 2024-06-24
  • NH RA
    APPROVED
    Since 2024-07-30
  • NC RA
    APPROVED
    Since 2024-07-11
  • GA RA
    APPROVED
    Since 2024-06-24

Branch Locations

Weare, NH • 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
Edward Jones St Louis MO 01/2013 10/2021
Raymond James Financial Services, Inc. Hancock NH 10/2021 05/2024
Raymond James Financial Services Advisors, Inc. Hancock NH 10/2021 05/2024
Hemlock Creek Wealth Management Llc Thomspn GA 10/2021 05/2024
Blueprint Financial Advisors Llc Charlotte NC 05/2024 Present
  • 01/2013 → 10/2021
    St Louis, MO
  • 10/2021 → 05/2024
    Raymond James Financial Services, Inc.
    Hancock, NH
  • 10/2021 → 05/2024
    Hancock, NH
  • 10/2021 → 05/2024
    Hemlock Creek Wealth Management Llc
    Thomspn, GA
  • 05/2024 → Present
    Blueprint Financial Advisors Llc
    Charlotte, NC
Previous Registrations
Other Businesses

(1) Name of Business: Anxiety guys LLC Address: 3871 Cobbham Road, Thomson GA 30824, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 12/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Coaching business using processes that disconnect PTSD/anxiety and negative emotions for civilians. Working with individuals and corporations to create a more stress free and cohesive work/life environment. (2) Name of Business: Blueprint Insurance Services; Address: 1250 Revolution Mills Dr. Ste 150 Greensboro, NC 28760; Activity Type: Licensed Insurance Agent; Title: Licensed Insurance Agent; Investment Related: No; Start Date: 5/15/2024; Hours per month devoted to this business: 0-1; Hours per month devoted to this business during trading hours: 0-1; Description of duties: Licensed Insurance Agent.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-04-09
  • S66 Uniform Combined State Law Examination
    2013-04-09
Other Names
  • Nick Davis

View on SEC IAPD

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