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1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-07-30 |
| NC | RA | APPROVED | 2024-07-11 |
| GA | RA | APPROVED | 2024-06-24 |
Branch Locations
1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-09 |
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