Best Investors Account Sign in
Current Employers
The Strategic Financial Alliance, Inc.

2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-02
TX RA APPROVED 2016-05-04
  • FL RA
    APPROVED
    Since 2026-01-02
  • TX RA
    APPROVED
    Since 2016-05-04

Branch Locations

2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States

603 Dolley Madison Road Ste 200, Greensboro, NC 27410 • United States

Strategic Blueprint, Llc

2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States

Current Registrations

AuthorityCategoryStatusDate
PR RA APPROVED 2024-05-09
TX RA APPROVED 2017-10-19
NC RA APPROVED 2017-08-11
  • PR RA
    APPROVED
    Since 2024-05-09
  • TX RA
    APPROVED
    Since 2017-10-19
  • NC RA
    APPROVED
    Since 2017-08-11

Branch Locations

603 Dolley Madison Road Suite 200, Greensboro, NC 27410 • 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
The Strategic Financial Alliance Atlanta GA 05/2016 Present
Hutchinson Private Wealth, Llc Greensboro NC 07/2007 10/2024
Strategic Blueprint, Llc Atlanta GA 08/2017 Present
  • 05/2016 → Present
    The Strategic Financial Alliance
    Atlanta, GA
  • 07/2007 → 10/2024
    Hutchinson Private Wealth, Llc
    Greensboro, NC
  • 08/2017 → Present
    Atlanta, GA
Previous Registrations
  • 2012-07-02 → 2016-05-11
    First Allied Advisory Services, Inc.
    Chesterfield, MO
    Greensboro, NC
  • 2010-02-02 → 2012-07-02
    First Allied Securities, Inc.
    Greensboro, NC
  • 2004-11-12 → 2010-02-16
    Greensboro, NC
    Greensboro, NC
Other Businesses

--1-- AMY CONLEY - NOT INVESTMENT RELATED. 603 DOLLEY MADISON ROAD, STE 200, GREENSBORO, NC 27410, NOTARY. START DATE 07/19/1996. LESS THAN 1 HOUR PER MONTH, DURING TRADING. NOTARY. --2-- STRATEGIC BLUEPRINT, LLC - INVESTMENT RELATED. 603 DOLLEY MADISON ROAD, SUITE 200 GREENSBORO, NC 27410. REGISTERED INVESTMENT ADVISER. INVESTMENT ADVISER REPRESENTATIVE. 08/17/2017. 160 HOURS/MONTH, 130 DURING TRADING. INVESTMENT ADVISER REPRESENTATIVE. OPERATIONS OF DBA OFFERING SERVICES AS IAR OF STRATEGIC BLUEPRINT. --3-- GENCREST CAPITAL PARTNERS, LLC- INVESTMENT RELATED- 603 Dolley Madison Road, Suite 200, GREENSBORO, NC 27410, PARTNER. 11/01/2024. 130 HOURS/MONTH, 130 HOURS/ SECURITIES TRADING HOURS, DBA for financial services, insurance, divorce consulting, tax advisory services. LLC was renamed from Hutchinson Family Office, LLC. Website: www.gencrestcapital.com --4--NAME: GREENSBORO SYMPHONY ENDOWMENT FUND BOARD Position: TRUSTEE Nature: ENDOWMWNT FUND ESTABLISHED TO SUPPORT THE GREENSBORO SYMPHONY ORCHESTRA INVESTMENT RELATED: NO HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/20/2021 ADDRESS: 2205 MADISON AVENUE, GREENSBORO, NC 27403, UNITED STATES DESCRIPTION: PROVIDE OVERSITE ON THE MANAGEMENT OF ENDOWMWNT FUND TO THE LOCAL SYMPHONY ORCHESTRA. --4--NAME: AMYNO, LLC. POSITION: OWNER/SOLE PROPRIETOR NATURE: SINGLE-MEMEBER LLC TO HANDLE PAYROLL AND TAXES AS OWNER MEMEBER OF GENCREST CAPITAL PARTNERS AND HUTCHINSON PRIVATE WEALTH. INVESTMENT RELATED: NO HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2026 ADDRESS: 2603 SHERWOOD ST. GREENSBORO, NC 27403, UNITED STATES DESCRIPTION: PAYROLL; SALARY AND PARTNER DISTRIBUTION. -5- MAME: HUTCHINSON PRIVATE WEALTH MGT. POSITION: PARTNER NATURE: THERE IS NO ONGOING BUSINESS ACTIVITY IN THIS LLC. LLC IS REMAINING ACTIVE PER ADVICE FROM COUNSEL DUE TO ITS ROLE IN BUYOUT AGREEMENT WITH FORMER PARTNER. INVESTMENT RELATED: NO HOURS: 0 SECURITIES TRADING HOURS: Trading Hours: 0 START DATE: 07/02/2007 ADDRESS: 603 DOLLEY MADISON ROAD, SUITE 200 GREENSBORO, NC 27410, UNITED STATES DESCRIPTION: PAYROLL; NO ONGOING DUTIES. THERE IS NO ONGOING ACTIVITY IN THIS LLC. -6- NONE POSITION: OTHER NATURE: NOTARY INVESTMENT RELATED: NO HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/19/1996 ADDRESS: 603 DOLLEY MADISON ROAD, SUITE 200 GREENSBORO, NC 27410, UNITED STATES DESCRIPTION: NOTARY

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-11-11
S63 Uniform Securities Agent State Law Examination 1997-04-02
  • S65 Uniform Investment Adviser Law Examination
    2004-11-11
  • S63 Uniform Securities Agent State Law Examination
    1997-04-02
Other Names
  • Amy N Conley
  • Amy Noelle Conley
  • Amy Noelle Conleydunlosky
  • Amy Noelle Conleydunlosky

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Atlanta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor