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1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-08 |
| GA | RA | APPROVED | 2025-08-25 |
Branch Locations
1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States
Savannah, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Charlotte | NC | 11/2016 | 06/2018 |
| Unemployed | Charlotte | NC | 07/2016 | 11/2016 |
| Linden Thomas And Company Securities, Llc | Charlotte | NC | 06/2018 | 12/2019 |
| Linden Thomas Advisory Services, Llc | Charlotte | NC | 06/2018 | 12/2019 |
| Lpl Financial Llc | Charlotte | NC | 02/2020 | 12/2020 |
| Willow Investments | Pittsfield, Ma | MA | 11/2020 | 07/2021 |
| Lpl Financial, Llc | Charlotte | NC | 10/2021 | 05/2022 |
| Independent Advisor Alliance Llc | Charlotte | NC | 09/2021 | 05/2022 |
| Guardian Life Insurance Company | Charlotte | NC | 06/2022 | 01/2023 |
| Park Avenue Securities | Charlotte | NC | 06/2022 | 01/2023 |
| Mml Investors Services, Llc | Savannah | GA | 02/2023 | 03/2024 |
| Mass Mutual Insurance Company | Savannah | GA | 12/2022 | 03/2024 |
| Lpl Financial Llc | Savannah | GA | 03/2024 | 08/2025 |
| Newedge Advisors, Llc. | New Orleans | LA | 03/2024 | 08/2025 |
| Blueprint Financial Advisors Llc | Charlotte | NC | 08/2025 | Present |
Financial Independence Group (FIG); Investment-Related; 19520 W. Catawba Ave #200, Cornelius, NC 28031; Works with independent financial professionals specializing in annuities, long-term care, life insurance, and various other financial products; Life Insurance Agent; as of 6/1/2026; Approximate number of hours/month 5 during trading hours; FIG assists with life insurance products by recommending product solutions, managing carrier appointments and licensing and providing support through the life insurance product sales cycle.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-24 |
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