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Current Employers
Blueprint Financial Advisors

1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-01-07
  • NC RA
    APPROVED
    Since 2025-01-07

Branch Locations

Hendersonville, NC • United States

1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • 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
OrganizationCityStateFromTo
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
  • 10/2018 → 10/2019
    Henderson County Tax Department
    Hendersonville, NC
  • 02/2016 → 10/2018
    Kilpatrick Land Surveying
    Hendersonville, NC
  • 01/2025 → Present
    Blueprint Financial Advisors Llc
    Greensboro, NC
  • 10/2019 → 12/2024
    Spartan Planning & Wealth Management
    Greensboro, NC
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-20
  • S65 Uniform Investment Adviser Law Examination
    2019-12-20

View on SEC IAPD

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