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Chandler, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Chandler | AZ | 04/2024 | 01/2026 |
| Sc Distributors Llc | Newport Beach | CA | 08/2016 | 06/2018 |
| Greenlane Holdings | Torrance | CA | 08/2018 | 04/2020 |
| M3 Consultants Llc | Irvine | CA | 07/2018 | 06/2021 |
| M3 Management & Consulting Llc | Sacramento | CA | 06/2021 | 05/2023 |
| Wbi Management, Llc D/B/A Tarian Wealth Management | Glendale | AZ | 05/2023 | 04/2024 |
| Blueprint Wealth Group Llc. | Chandler | AZ | 01/2026 | Present |
(1) Name of Business: Marley Exchange Holdings, Inc. Address: 16192 Coastal Highway, Lewes, DE 19958. Nature of Business: Inactive holding entity. Position/Title: Sole Shareholder. Investment Related: No. Start Date: 05/07/2021. Hours per month devoted to this business: 0. Hours per month devoted to this business during trading hours: 0. Description of duties: Sole shareholder of inactive entity originally formed in connection with a California social equity cannabis retail license selection. The entity has never operated, has never held material assets, and has never engaged in any investment-related activities. (2) Name of Business: New Legacy Collective LLC. Address: 2077 East Stephens Place, Chandler, AZ 85225. Nature of Business: Management consulting and holding company. Position/Title: Principal/Owner. Investment Related: Yes. Start Date: 10/2025. Hours per month devoted to this business: 1-2. Hours per month devoted to this business during trading hours: 0-1. Description of duties: Holding entity through which Mr. Bowles owns Blueprint Wealth Group, LLC. (3) Name of Business: Arizona Insurance Producer License. Address: 2077 East Stephens Place, Chandler, AZ 85225. Nature of Business: Insurance producer license. Position/Title: Licensed Insurance Producer. Investment Related: No. Start Date: 03/2025. Hours per month devoted to this business: 0. Hours per month devoted to this business during trading hours: 0. Description of duties: Holds active Arizona Insurance Producer license. Not currently appointed with any insurance carrier. No current insurance sales activity or compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-21 |
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