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William Bradley Helms

Strategic Blueprint, LLC

Greensboro, NC

Winstom-Salem, NC

CRD 5605002

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Employer firm

Strategic Blueprint, LLC CRD 284840

$2.54B regulatory AUM 125 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Blueprint, Llc

2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-05-17
  • NC RA
    APPROVED
    Since 2024-05-17

Branch Locations

603 Dolley Madison Road Suite 200, Greensboro, NC 27410 • United States

370 Knollwood St. Suite 601, Winstom-Salem, NC 27103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital Investment Group, Inc. Raleigh NC 10/2008 05/2024
Capital Investment Advisory Services, Llc Raleigh NC 01/2013 05/2024
Ardmore Advisory & Planning Winston-Salem NC 11/2015 05/2024
Strategic Blueprint, Llc. Atlanta GA 05/2024 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-03-06
S65 Uniform Investment Adviser Law Examination 2009-03-03
  • S63 Uniform Securities Agent State Law Examination
    2009-03-06
  • S65 Uniform Investment Adviser Law Examination
    2009-03-03

View on SEC IAPD

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