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Marvin Brent Morse

Blueprint Financial Advisors

Charlotte, NC

Richmond, VA

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Current Employers
Blueprint Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-06-16
  • VA RA
    APPROVED
    Since 2026-06-16

Branch Locations

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

9030 Stony Point Parkway, Suite 590, Richmond, VA 23235 • United States

Disclosures

2 disclosure categories 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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morse Capital Partners, Llc Rcihmond VA 02/2008 Present
Blueprint Financial Advisors Llc Charlotte NC 09/2025 Present
  • 02/2008 → Present
    Morse Capital Partners, Llc
    Rcihmond, VA
  • 09/2025 → Present
    Blueprint Financial Advisors Llc
    Charlotte, NC
Previous Registrations
  • 2022-02-03 → 2025-11-10
    Morse Capital Partners, Llc
    Richmond, VA
  • 2011-01-10 → 2021-12-31
    Morse Capital Partners, Llc
    Richmond, VA
  • 2010-06-21 → 2010-12-31
    Morse Capital Partners, Llc
    Richmond, VA
  • 2008-02-12 → 2008-07-30
    Morse Capital Partners, Llc
    Richmond, VA
  • 2004-02-10 → 2008-02-15
    Cary Street Partners
    Richmond, VA
  • 2002-02-08 → 2004-01-27
    Ernst & Young Investment Advisers Llp
    Richmond, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-05-14
S63 Uniform Securities Agent State Law Examination 1993-11-18
  • S65 Uniform Investment Adviser Law Examination
    1997-05-14
  • S63 Uniform Securities Agent State Law Examination
    1993-11-18
Designations
Other Names
  • Marv Morse
  • Marv Brent Morse

View on SEC IAPD

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