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2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-06 |
| NJ | RA | APPROVED | 2023-03-01 |
| GA | RA | APPROVED | 2018-11-02 |
Branch Locations
9 Lincoln Avenue, Rutherford, NJ 07070 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Blueprint, Llc | Atlanta | GA | 08/2017 | 02/2023 |
| Georgia Institute Of Technology | Atlanta | GA | 08/2011 | 05/2017 |
| Strategic Blueprint, Llc | Atlanta | GA | 02/2023 | Present |
| Compass Wealth Management | Rutherford | NJ | 02/2023 | Present |
1. Name: Compass Wealth Management Position: Independent Contractor Nature: Registered Investment Advisor - Financial Planning Investment Related: Yes Hours: 160 Securities Trading Hours: 160 Start Date: 02/01/2023 Address: 9 Lincoln Ave, Ground Floor, Rutherford NJ 07070, United States Description: Financial Advisor - We provide comprehensive financial planning services to clients, including: Retirement Planning, Tax Planning Strategies, Education Planning, Insurance and Risk Management Services, Small Business Planning, Wealth Transfer, Estate Planning, Elder Care Planning and Coordination
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-29 |
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