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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 2026-01-26
  • NC RA
    APPROVED
    Since 2026-01-26

Branch Locations

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

1100 Kenilworth Ave, Suite 210, Charlotte, NC 28204 • 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
Western Southern Life Charlotte NC 03/2019 10/2019
W&S Brokerage Services Cincinanti OH 04/2019 10/2019
California Pizza Kitchen Charlotte NC 10/2018 03/2019
J. Peters Bar & Grill Charlotte NC 04/2018 06/2019
Jemko Petroleum Equipment Erie PA 06/2017 04/2018
Primanti Brothers Erie PA 08/2014 04/2018
Guardian Life Insurance Company Charlotte NC 10/2019 03/2025
Park Avenue Securities Charlotte NC 10/2019 03/2025
Hornor, Townsend, & Kent Llc Wilmington DE 05/2025 01/2026
Blueprint Financial Advisors Llc Charlotte NC 01/2026 Present
Maplewood Investments Inc Dallas TX 01/2026 Present
  • 03/2019 → 10/2019
    Western Southern Life
    Charlotte, NC
  • 04/2019 → 10/2019
    W&S Brokerage Services
    Cincinanti, OH
  • 10/2018 → 03/2019
    California Pizza Kitchen
    Charlotte, NC
  • 04/2018 → 06/2019
    J. Peters Bar & Grill
    Charlotte, NC
  • 06/2017 → 04/2018
    Jemko Petroleum Equipment
    Erie, PA
  • 08/2014 → 04/2018
    Primanti Brothers
    Erie, PA
  • 10/2019 → 03/2025
    Guardian Life Insurance Company
    Charlotte, NC
  • 10/2019 → 03/2025
    Park Avenue Securities
    Charlotte, NC
  • 05/2025 → 01/2026
    Wilmington, DE
  • 01/2026 → Present
    Blueprint Financial Advisors Llc
    Charlotte, NC
  • 01/2026 → Present
    Maplewood Investments Inc
    Dallas, TX
Previous Registrations
Other Businesses

1)REGISTERED ASSISTANT | INVESTMENT RELATED: YES | DBA NAME: EMERALD FINANCIAL GROUP | POSITION HELD: REGISTERED ASSISTANT | ADDRESS: CHARLOTTE, NC 28277 | START DATE: 05/09/2025 | NATURE OF ACTIVITY: REGISTERED ASSISTANT | APPROX HRS PER MTH: 40 | APPROX TRADING HRS PER MTH: 40 | DESCRIPTION OF DUTIES: PROCESSING NEW BUSINESS, CLIENT REQUESTS, SUPPORT STAFF. 2)VEHICLE RENTAL | INVESTMENT RELATED: NO | DBA NAME: GALVIN MANAGEMENT GROUP, LLC | POSITION HELD: OWNER | ADDRESS: 9118 CHESHAM DR, CHARLOTTE, NC 28227 | START DATE: 02/24/2022 | NATURE OF ACTIVITY: VEHICLE RENTAL | APPROX HRS PER MTH: 15 | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES: MANAGE VEHICLE RENTALS, CLEANING, MAINTENANCE.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-06-13
S65 Uniform Investment Adviser Law Examination 2017-12-14
  • S63 Uniform Securities Agent State Law Examination
    2019-06-13
  • S65 Uniform Investment Adviser Law Examination
    2017-12-14
Designations
Other Names
  • Patrick Jay Galvin
  • Patrick Galvin

View on SEC IAPD

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