Best Investors Account Sign in
Current Employers
Blueprint Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-07-31
FL RA APPROVED 2025-04-21
NC RA APPROVED 2024-06-21
  • IL RA
    APPROVED
    Since 2026-07-31
  • FL RA
    APPROVED
    Since 2025-04-21
  • NC RA
    APPROVED
    Since 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

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
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
  • 11/2014 → 09/2017
    Regions Bank
    Tampa, FL
  • 02/2015 → 09/2017
    Cetera Investment Advisers Llc
    Tampa, FL
  • 10/2017 → 01/2018
    Bb&T Bank
    Tampa, FL
  • 01/2018 → 05/2020
    Bb&T Securities, Llc
    Richmond, VA
  • 08/2022 → 06/2024
    St Louis, MO
  • 06/2020 → 07/2022
    Unemployed
    Richmond, VA
  • 06/2024 → Present
    Blueprint Financial Advisor
    Greensboro, NC
Previous Registrations
  • 2022-10-11 → 2024-06-06
    Tampa, FL
    St Louis, MO
    Tampa, FL
    Tampa, FL
    Oldsmar, FL
  • 2018-01-02 → 2020-05-11
    Bb&T Securities, Llc
    Charlotte, NC
    Tampa, FL
  • 2017-11-28 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Tampa, FL
  • 2011-10-17 → 2012-05-15
    Tampa, FL
  • 2008-08-27 → 2011-06-20
    New York, NY
  • 2006-02-08 → 2007-05-04
    Chase Investment Services Corp.
    New York, NY
  • 2005-07-25 → 2005-11-14
    Wells Fargo Investments, Llc
    Los Angeles, CA
Other Businesses

(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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-07
  • S66 Uniform Combined State Law Examination
    2022-10-07
Other Names
  • David Loren Rogers

View on SEC IAPD

More in Tampa, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor