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1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-07-30 |
| NC | RA | APPROVED | 2024-07-11 |
| GA | RA | APPROVED | 2024-06-24 |
Branch Locations
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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2018 | 10/2021 |
| Fit To Thrive, Llc | Ashburnham | MA | 01/2015 | 12/2018 |
| Raymond James Financial Services, Inc. | Thomson | GA | 10/2021 | 05/2024 |
| Raymond James Financial Services Advisors, Inc. | Thomson | GA | 10/2021 | 05/2024 |
| Hemlock Creek Wealth Management | Thomson | GA | 10/2021 | 05/2024 |
| N/A | Thomson | GA | 10/2017 | 07/2023 |
| Blueprint Financial Advisors | Charlotte | NC | 05/2024 | Present |
| Maplewood Investments Inc | Dallas | TX | 04/2026 | Present |
(1) Name of Business: Blueprint Insurance Services; Address: 1250 Revolution Mills Dr. Ste 150 Greensboro, NC 28760; Activity Type: Licensed Insurance Agent; Title: Licensed Insurance Agent; Investment Related: No; Start Date: 5/15/2024; Hours per month devoted to this business: 0-1; Hours per month devoted to this business during trading hours: 0-1; Description of duties: Licensed Insurance Agent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-03 |
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