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Strategic Blueprint, LLC CRD 284840
$2.54B regulatory AUM 125 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-11-08 |
Branch Locations
2200 Century Parkway, Suite 500, Atlanta, GA 30345 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Co | Springfield | MA | 03/2016 | 12/2019 |
| Mml Investors Services, Llc | Atlanta | GA | 04/2016 | 01/2020 |
| Brightworth Llc | Atlanta | GA | 01/2020 | 08/2023 |
| Strategic Blueprint. Llc | Atlanta | GA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-01 |
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