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Advisor at BLUEPRINT FINANCIAL ADVISORS
Green Bay, WI | CHARLOTTE, NC | Cape Coral, FL
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 | Apr 15, 2025 | n/a | yes | Green Bay, WI|CHARLOTTE, NC|Cape Coral, FL | Current employment |
| NAVIGEN WEALTH MANAGEMENT | Former SEC adviser | May 14, 2008 | May 20, 2025 | no | SHEBOYGAN, WI|GREEN BAY, WI|GREEN BAY, WI|Wausau, WI|Wausau, WI | Previous registration |
| BANC ONE SECURITIES CORPORATION | n/a | Nov 19, 2002 | Apr 27, 2004 | no | GREEN BAY, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NAVIGEN WEALTH MANAGEMENT | BLUEPRINT FINANCIAL ADVISORS | May 20, 2025 | Apr 15, 2025 | -35 | Firm change after gap | RIA to RIA |
| BANC ONE SECURITIES CORPORATION | NAVIGEN WEALTH MANAGEMENT | Apr 27, 2004 | May 14, 2008 | 1,478 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 145458:315570:WI:2025-05-20 | May 20, 2025 | Apr 15, 2025 | WAUSAU, WI | Firm change after gap |