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1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-04-16 |
Branch Locations
1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States
2300 Riverside Drive, Green Bay, WI 54301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Navigen Wealth Management | Green Bay | WI | 03/2012 | Present |
| Blueprint Financial Advisors Llc | Green Bay | WI | 04/2025 | Present |
Name of other business: Vital Safety Systems, LLC Is business Investment related: No Address of other business: 3434 Mill Road #2, Sheboygan, WI 53083 Nature of other business: Video and Secuity Cameras, Controlled Access Entry, Surveillance Position: Co-Owner Title and relationship with other business: Owner, Investor Start date of relationship: July 2020 Approx. # of hours /month devote to other business: 5 Number of hours devoted to other business during securities trading hours: 1 Briefly describe duties: Mainly the prime Investor, assist with referrals and books as well Name of other business: JBJN Rentals, LLC Is business Investment related: No Address of other business: 3434 Mill Road #4, Sheboygan, WI 53083 Nature of other business: Storage Unit Rental Facility Your position: Owner Title and relationship with other business: Owner Operator Start date of relationship: May 2017 Approx. # of hours /month devote to other business: 10 Number of hours devoted to other business during securities trading hours: 1 Briefly describe duties: Own and Operate a storage unit facility Blueprint Insurance Services, Investment-related, 1100 Kenilworth Ave., Suite 210, Charlotte, NC 28204, Insurance Agent, since 04/2025, 5 hours per month and during trading hours, sell and service insurance and fixed annuity products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-30 |
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