Inactive

Gary Martin Burnell

Blueprint Investments And Tax Planning

Incline Village, NV

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Current Employers

Blueprint Investments And Tax Planning

Incline Village, NV • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-08-28
NV	RA	APPROVED	2026-08-28

CA RA
APPROVED

Since 2026-08-28
NV RA
APPROVED

Since 2026-08-28

Branch Locations

Incline Village, NV • 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

Organization	City	State	From	To
Crandall Independent School District	Crandall	TX	07/2016	04/2018
Burnell Homes, Llc	Forney	TX	01/2007	04/2018
Tahoe Investments And Tax Planning, Llc	Roseville	CA	05/2018	Present

07/2016 → 04/2018

Crandall Independent School District

Crandall, TX
01/2007 → 04/2018

Burnell Homes, Llc

Forney, TX
05/2018 → Present

Tahoe Investments And Tax Planning, Llc

Roseville, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-06-07
S63	Uniform Securities Agent State Law Examination	1985-03-18

S65 Uniform Investment Adviser Law Examination

2018-06-07
S63 Uniform Securities Agent State Law Examination

1985-03-18

View on SEC IAPD

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