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Current Employers
The Strategic Financial Alliance, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-06
TX RA APPROVED_RES 2017-04-11
  • CA RA
    APPROVED
    Since 2025-01-06
  • TX RA
    APPROVED_RES
    Since 2017-04-11

Branch Locations

Larkspur, CA • United States

438 Ignacio Boulevard, Novato, CA 94949 • United States

Strategic Blueprint, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-06
  • CA RA
    APPROVED
    Since 2025-01-06

Branch Locations

438 Ignacio Boulevard, Novato, CA 94949 • 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
The Strategic Financial Alliance, Inc. Atlanta GA 03/2014 Present
Larkspur Financial Advisors Corte Madera CA 04/2014 11/2019
Strategic Blueprint, Llc Atlanta GA 10/2020 Present
Larkspur Financial Advisors, Inc. Corte Madera CA 11/2019 Present
Previous Registrations
Other Businesses

Name: Larkspur Financial Advisors, Inc., DBA LFA Private Wealth Management Position: Owner/Sole Proprietor Nature: DBA for Financial Planning & Asset Management Investment Related: Yes Hours: 215 Securities Trading Hours: 140 Start Date: 12/01/2021 Address: 438 Ignacio Blvd, Novato CA 94949, United States Description: DBA for Financial Planning & Asset Management

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-10-01
  • S66 Uniform Combined State Law Examination
    2012-10-01
Other Names
  • Kevin R Bartel
  • Kevin R Bartel
  • Kevin Robert Bartel

View on SEC IAPD

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