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2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-07 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Dearborn | MI | 09/2005 | 05/2021 |
| Strategic Blueprint, Llc | Atlanta | GA | 05/2021 | Present |
Name: Oakpoint Investment Partners Position: Partner Nature: This is the DBA for my financial advisory business. Investment Related: Yes Securities Trading Hours: 165 Start Date: 05/28/2021 Address: 45822 Tournament Drive, Northville MI 48168, United States Description: All RIA activitives are done through DBA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-06 |
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