Nicholas Andrew Davis

Employer firm

Blueprint Financial Advisors CRD 315570

$1.41B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 10/2021
  Edward Jones
  St Louis, MO
• 10/2021 → 05/2024
  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
• 05/2024 → Present
  Blueprint Financial Advisors Llc
  Charlotte, NC

Previous Registrations

• 2021-10-27 → 2024-05-21
  Raymond James Financial Services Advisors, Inc
  New Ipswich, NH
  Hancock, NH
• 2013-04-16 → 2021-10-28
  Edward Jones
  St Louis, MO
  Fitchburg, MA
  Ashburnham, MA
  Fitchburg, MA

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

• S66 Uniform Combined State Law Examination
  2013-04-09

Other Names

• Nick Davis