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1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-05-05 |
| CO | RA | APPROVED | 2026-05-04 |
| TX | RA | APPROVED | 2026-05-04 |
Branch Locations
6312 S. Fiddlers Green Circle, Suite 300E, Greenwood Village, CO 80111 • United States
1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ensign Wealth Advisors Llc | Greenwood Village | CO | 10/2015 | 11/2016 |
| Noel Z. Cajigas | Greenwood Village | CO | 10/2015 | 10/2017 |
| Northpointe Investment Partners Llc | Greenwood Village | CO | 04/2016 | 10/2017 |
| Diamond Wealth Management, Llc | Denver | CO | 09/2017 | 05/2026 |
| Northpointe Investment Partners Llc | Denver | CO | 10/2017 | 05/2026 |
| Blueprint Financial Advisors Llc | Charlotte | NC | 05/2026 | Present |
| Northpointe Private Wealth | Greenwood Village | CO | 05/2026 | Present |
1. Blueprint Insurance Services; Investment Related; Insurance Agent; Greenwood Village, CO; Insurance Products Sales and Services; Started May 1, 2026; Approximately 4 hours per month; 2 hours during trading hours. 2. d/b/a NorthPointe Private Wealth; Investment related; 6312 S. Fiddlers Green Cir, Suite 300E, Greenwood Village, CO 80111; Managing Member; Started 5/1/2026; Approximately 140 hours per month during trading hours; investment advisory services and financial planning through Blueprint Financial Advisors an SEC registered investment adviser
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-27 |
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