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Blueprint Investing LLC CRD 151422
$436M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Sansome Street 14Th Floor, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-07-02 |
| TX | RA | APPROVED | 2025-10-21 |
| WA | RA | APPROVED | 2024-11-14 |
Branch Locations
One Sansome Street 14Th Floor, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blueprint Investing | San Francisco | CA | 09/2023 | Present |
| Granite Peak Wealth Advisors | Missoula | MT | 11/2018 | 09/2023 |
| Glacier Wealth Management | Missoula | MT | 02/2016 | 03/2018 |
| Self-Study For Cfp | Missoula | MT | 03/2018 | 11/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-04 |
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