Timothy Marshal Conrad

Current Employers

Strategic Blueprint, Llc

2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2024-11-21
NC	RA	APPROVED	2023-10-06

VA RA
APPROVED

Since 2024-11-21
NC RA
APPROVED

Since 2023-10-06

Branch Locations

Roanoke, VA • United States

2301 Stonehenge Drive, Ste. 210, Raleigh, NC 27615 • 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

Organization	City	State	From	To
Monsour Advisory Services	Roanoke	VA	02/2016	07/2017
Monsour Advisory Services	Roanoke	VA	07/2017	01/2018
Cornerstone Wealth Management	Raleigh	NC	02/2018	Present
The Strategic Financial Alliance, Inc.	Atlanta	GA	02/2018	Present
Strategic Blueprint, Llc	Atlanta	GA	10/2023	Present

02/2016 → 07/2017

Monsour Advisory Services

Roanoke, VA
07/2017 → 01/2018

Monsour Advisory Services

Roanoke, VA
02/2018 → Present

Cornerstone Wealth Management

Raleigh, NC
02/2018 → Present

The Strategic Financial Alliance, Inc.

Atlanta, GA
10/2023 → Present

Strategic Blueprint, Llc

Atlanta, GA

Previous Registrations

2017-07-27 → 2018-02-22

Monsour Advisory Services, Inc.

Roanoke, VA

Other Businesses

1. ) Name: Tucker Insurance Services Position: Agent Nature: Fixed Life Insurance Investment Related: Yes Hours: 1 Securities Trading Hours: 1 Start Date: 08/16/2023 Address: 7003 North Ridge Rd, Raleigh NC 27615, United States Description: We refer clients to Eric Tucker 2. Name: Strategic Blueprint, LLC Position: Independent Contractor Nature: Registered Investment Advisor Investment Related: Yes Hours: 160 Securities Trading Hours: 160 Start Date: 10/06/2023 Address: 2301 Stonehenge Dr., Suite 210, Raleigh NC 27615, United States Description: Advisory Services 3. Name: Cornerstone Wealth Management Position: Employee - W2 Nature: Doing business as name for financial services company Investment Related: Yes Hours: 160 Securities Trading Hours: 160 Start Date: 02/19/2018 Address: 2301 Stonehenge Dr., Suite 210, Raleigh NC 27615, United States Description: Advisor

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2023-06-30
S65	Uniform Investment Adviser Law Examination	2015-12-23
S65	Uniform Investment Adviser Law Examination	2015-12-23

S63 Uniform Securities Agent State Law Examination

2023-06-30
S65 Uniform Investment Adviser Law Examination

2015-12-23
S65 Uniform Investment Adviser Law Examination

2015-12-23

Designations

View on SEC IAPD