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2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-02-12 |
| TX | RA | APPROVED | 2025-02-12 |
Branch Locations
398 Carl Street Unit 201, Wilmington, NC 28403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2014 | 02/2025 |
| Strategic Blueprint, Llc | Atlanta | GA | 02/2025 | Present |
1. AdvicePoint, LLC Start Date: 12/22/2020 Address: 398 Carl St. Unit 201 Wilmington, NC 28403 Position: Owner/Sole Proprietor- Advisory DBA Duties: Management, bookkeeping, some property management, etc. 1 Hour per month, 0 hours during securities trading hours 2. 398 Carl, LLC Start Date: 08/01/2015 Address: 398 Carl St. Unit 101 Wilmington, NC 28403 Position: Partner Duties: Executive Decision Making 1 Hour per month, 0 hours during securities trading hours 3. 9WATL, LLC Start Date: 7/10/2024 9 W. Atlanta St Wrightsville Beach, NC 28480 Position: Partner Duties: Passive Investor 1 hours per month, 0 hours during securities trading hours 4. Bar Harbor HOA Start Date: 07/01/2024 PO Box 7513 Wilmington, NC 28403 Position: Officer Duties: Board Meetings, Prepare P&L Statements 1 hour per month, 9 hours during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-23 |
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