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Advisor at STRATEGIC BLUEPRINT, LLC
Greensboro, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| STRATEGIC BLUEPRINT, LLC | Independent wealth | Dec 6, 2018 | n/a | yes | Greensboro, NC | Current employment |
| CONCOURSE FINANCIAL GROUP ADVISORS | Former SEC adviser | Sep 5, 2014 | Oct 12, 2016 | no | GREENSBORO, NC | Previous registration |
| TRIAD FINANCIAL ADVISORS, INC. | Former SEC adviser | Jul 23, 2008 | Oct 19, 2012 | no | GREENSBORO, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CONCOURSE FINANCIAL GROUP ADVISORS | STRATEGIC BLUEPRINT, LLC | Oct 12, 2016 | Dec 6, 2018 | 785 | Firm change after gap | Other |
| TRIAD FINANCIAL ADVISORS, INC. | CONCOURSE FINANCIAL GROUP ADVISORS | Oct 19, 2012 | Sep 5, 2014 | 686 | Firm change after gap | Other |