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Advisor at STRATEGIC BLUEPRINT, LLC
Wilmington, 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 | Feb 17, 2025 | n/a | yes | Wilmington, NC | Current employment |
| OSAIC ADVISORY SERVICES, LLC | Bd affiliated wealth | Nov 17, 2014 | Feb 12, 2025 | no | Wilmington, NC|WILMINGTON, NC|ATLANTA, GA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Dec 8, 2008 | Nov 17, 2014 | no | WILMINGTON, NC|SAN DIEGO, CA|WILMINGTON, NC|WILMINGTON, NC | Previous registration |
| EDWARD JONES | National bd RIA | Mar 21, 2007 | Dec 3, 2008 | no | WILMINGTON, NC|AUSTIN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OSAIC ADVISORY SERVICES, LLC | STRATEGIC BLUEPRINT, LLC | Feb 12, 2025 | Feb 17, 2025 | 5 | Firm change | Ibd to RIA |
| LPL FINANCIAL LLC | OSAIC ADVISORY SERVICES, LLC | Nov 17, 2014 | Nov 17, 2014 | 0 | Firm change | Other |
| EDWARD JONES | LPL FINANCIAL LLC | Dec 3, 2008 | Dec 8, 2008 | 5 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 171070:284840:GA:2025-02-12 | Feb 12, 2025 | Feb 17, 2025 | ATLANTA, GA | Firm change |