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Current Employers
Blueprint Financial Advisors

1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-08-04
TX RA APPROVED 2025-08-04
  • NC RA
    APPROVED
    Since 2025-08-04
  • TX RA
    APPROVED
    Since 2025-08-04

Branch Locations

1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States

1301 W Wendover #C, Greensboro, NC 27408 • 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
Deep River Capital Advisors, Llc Bennett NC 06/2017 07/2018
Food Lion Carthage NC 06/2016 05/2018
Securities America, Inc. Greensboro NC 06/2018 06/2024
Securities America Advisors Greensboro NC 10/2018 06/2024
Osaic Wealth, Inc. Greensboro NC 06/2024 08/2025
Osaic Wealth, Inc. Greensboro NC 06/2024 08/2025
Blueprint Financial Advisors Llc Greensboro NC 08/2025 Present
Maplewood Investments Inc Greensboro NC 08/2025 Present
  • 06/2017 → 07/2018
    Deep River Capital Advisors, Llc
    Bennett, NC
  • 06/2016 → 05/2018
    Food Lion
    Carthage, NC
  • 06/2018 → 06/2024
    Securities America, Inc.
    Greensboro, NC
  • 10/2018 → 06/2024
    Securities America Advisors
    Greensboro, NC
  • 06/2024 → 08/2025
    Greensboro, NC
  • 06/2024 → 08/2025
    Greensboro, NC
  • 08/2025 → Present
    Blueprint Financial Advisors Llc
    Greensboro, NC
  • 08/2025 → Present
    Maplewood Investments Inc
    Greensboro, NC
Previous Registrations
  • 2024-06-14 → 2025-08-06
    Greensboro, NC
  • 2018-10-11 → 2024-06-14
    Securities America Advisors, Inc.
    Suite 200, NC
    Greensboro, NC
  • 2017-08-18 → 2018-07-03
    Deep River Capital Advisors, Llc
    Bennett, NC
Other Businesses

Midtown Financial Advisors - DBA only ECA MARKETING POSITION: Contractor(?) NATURE: Relationship with ECA Marketing, an IMO based in Minnesota who I use for fixed annuity, EIA, DIA, SPIA, term life, and whole life contracting. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/01/2019 ADDRESS: 7800 Equitable Dr, Suite 200, Eden Prarie MN 55344 DESCRIPTION: I use ECA for education on fixed and EIA annuities, and they help process the apps to the proper insurance provider as well as facilitate contracting with them. FOSTER PARENT POSITION: Parent(?) NATURE: Foster care parent with Department of Social Services, facilitated through private agency Baptist Children's Home. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 0 START DATE: 04/27/2021 ADDRESS: 255 Cameron Camp Road, Cameron NC 28326 DESCRIPTION: Housing foster children that are placed through local Department of Social Services.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-09-01
S65 Uniform Investment Adviser Law Examination 2017-08-18
  • S63 Uniform Securities Agent State Law Examination
    2018-09-01
  • S65 Uniform Investment Adviser Law Examination
    2017-08-18
Designations

View on SEC IAPD

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