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2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-01 |
| WV | RA | APPROVED | 2024-03-18 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Parkersburg | WV | 03/2003 | 06/2017 |
| Securities America, Inc. | Parkersburg | WV | 06/2017 | 06/2020 |
| Arbor Point Advisors | Parkersburg | WV | 06/2017 | 06/2020 |
| Commonwealth Financial Services, Llc | Parkersburg | WV | 04/2003 | 06/2020 |
| Strategic Blueprint, Llc | Atlanta | GA | 06/2020 | Present |
1). Life Income Life Income: Owner/Sole Proprietor; D/B/A-Financial Services; Investment Related: Yes; Start Date: 06/08/2020; Position: Owner/Sole Proprietor; Nature of Business: DBA - Financial Services; Duties: Financial Services Practice Management; Approximate number of hours per month: 160; Approximate number of hours during securities trading Hours: 160.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1986-12-08 |
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