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1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-07 |
Branch Locations
Hendersonville, NC • United States
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 |
|---|---|---|---|---|
| Henderson County Tax Department | Hendersonville | NC | 10/2018 | 10/2019 |
| Kilpatrick Land Surveying | Hendersonville | NC | 02/2016 | 10/2018 |
| Blueprint Financial Advisors Llc | Greensboro | NC | 01/2025 | Present |
| Spartan Planning & Wealth Management | Greensboro | NC | 10/2019 | 12/2024 |
1. For the Folk; not investment-related; 1586 Skyuka Mountain Rd, Columbia NC 28722; charitable nonprofit organization; Board Member and Treasurer; October 1, 2025; approximately 1 hour per month and 0 hours during securities trading hours; duties consist of serving on the board and acting as treasurer, including reviewing and reporting the organization's finances. 2. Reformation Presbyterian Church; non investment-related, 120 7th Avenue West, Hendersonville NC 28792; charitable religious organization; Treasurer; January 1, 2026; approximately 2 hours per month and 0 during securities trading hours; duties consist of completing church finance report reviews and presentation. 3. Asheville Choral Society; not investment-related; P O Box 7112, Asheville, NC 28802; nonprofit arts organization; Board Member and Treasurer; May 1, 2024; approximately 3 hours per month and 1 hour during securities trading hours; duties consist of attending board meetings, concerts and reviewing finances of the organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-20 |
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