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Employer firm

Strategic Blueprint, LLC CRD 284840

$2.54B regulatory AUM 125 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Blueprint, Llc

2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2018-08-13
  • VA RA
    APPROVED
    Since 2018-08-13

Branch Locations

10300 Eaton Place Suite 470, Fairfax, VA 22030 • United States

The Strategic Financial Alliance, Inc.

2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2007-01-05
  • VA RA
    APPROVED
    Since 2007-01-05

Branch Locations

2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States

10300 Eaton Place Suite 470, Fairfax, VA 22030 • 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
The Strategic Financial Alliance Atlanta GA 01/2007 Present
  • 01/2007 → Present
    The Strategic Financial Alliance
    Atlanta, GA
Previous Registrations
  • 2005-08-10 → 2007-01-16
    Crow Financial Advisors
    Atlanta, GA
  • 2003-10-31 → 2004-12-13
    Norcross, GA
  • 2003-04-10 → 2003-11-21
    Ifg Advisory Services Inc
    Norcross, GA
Other Businesses

1. TKA HOLDINGS, LLC/DBA KEEN & POCOCK. NOT INVESTMENT RELATED. 10300 EATON PLACE, SUITE 470, FAIRFAX, VA 22030. INSURANCE SALES. MANAGING MEMBER. 1/2010. 5 HOURS/MONTH. <1 HOUR/MONTH. SALES. KEEN & POCOCK IS ALSO USED AS DBA FOR MARKETING FINANCIAL SERVICES. 2. SFA HOLDINGS, INC. NOT INVESTMENT RELATED. 2200 CENTURY PARKWAY, SUITE 500, ATLANTA GA 30345. BOARD OF DIRECTORS. DIRECTOR. 5/2015. 5 HOURS/MONTH. 0 HOUR/MONTH DURING TRADING. BOARD MEMBER.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-13
S63 Uniform Securities Agent State Law Examination 1999-03-06
  • S65 Uniform Investment Adviser Law Examination
    1999-12-13
  • S63 Uniform Securities Agent State Law Examination
    1999-03-06
Designations
  • Certified Financial Planner

View on SEC IAPD

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