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1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-31 |
| FL | RA | APPROVED | 2025-04-21 |
| NC | RA | APPROVED | 2024-06-21 |
Branch Locations
100 South Ashley Drive Suite 1140, Tampa, FL 33626 • 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 |
|---|---|---|---|---|
| Regions Bank | Tampa | FL | 11/2014 | 09/2017 |
| Cetera Investment Advisers Llc | Tampa | FL | 02/2015 | 09/2017 |
| Bb&T Bank | Tampa | FL | 10/2017 | 01/2018 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 05/2020 |
| Edward Jones | St Louis | MO | 08/2022 | 06/2024 |
| Unemployed | Richmond | VA | 06/2020 | 07/2022 |
| Blueprint Financial Advisor | Greensboro | NC | 06/2024 | 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: 6/17/2024; 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 | 2022-10-07 |
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