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Advisor at BLUEPRINT FINANCIAL ADVISORS
CHARLOTTE, NC | Mint Hill, 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 |
|---|---|---|---|---|---|---|
| BLUEPRINT FINANCIAL ADVISORS | Independent wealth | May 26, 2023 | n/a | yes | CHARLOTTE, NC|Mint Hill, NC | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Feb 7, 2014 | Jun 2, 2023 | no | MATTHEWS, NC|Mint Hill, NC | Previous registration |
| OSAIC FA, INC. | Former SEC adviser | Aug 26, 2002 | Feb 15, 2014 | no | CHARLOTTE, NC|CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | BLUEPRINT FINANCIAL ADVISORS | Jun 2, 2023 | May 26, 2023 | -7 | Firm change | Ibd to RIA |
| OSAIC FA, INC. | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Feb 15, 2014 | Feb 7, 2014 | -8 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134139:315570:NC:2023-06-02 | Jun 2, 2023 | May 26, 2023 | MINT HILL, NC | Firm change |