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RIA / WealthAdvisor22 years in industry

RONALD TODD SPERRY

Advisor at BLUEPRINT FINANCIAL ADVISORS

Alpine, UT | CHARLOTTE, NC

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Search this name across graphsid dfx:ria:1e50f5a2-a7b7-5da0-80e8-6443420617c6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: May 27, 2004 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BLUEPRINT FINANCIAL ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 26, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: May 26, 2004
First registration: May 27, 2004
Dual registered: no
Other names: RON SPERRY
IAPD individual key: 2780335

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BLUEPRINT FINANCIAL ADVISORS	Independent wealth	Jun 17, 2026	n/a	yes	Alpine, UT\|CHARLOTTE, NC	Current employment
DIAMOND WEALTH MANAGEMENT, LLC	Former SEC adviser	Jan 14, 2021	Jun 18, 2026	no	ALPINE, UT	Previous registration
ASHTON THOMAS PRIVATE WEALTH	Independent wealth	Sep 16, 2020	Jan 22, 2021	no	Draper, UT	Previous registration
Onedigital	Institutional manager	Jun 11, 2018	Feb 20, 2019	no	SANDY, UT\|OVERLAND PARK, KS	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Oct 13, 2008	Oct 13, 2017	no	Cottonwood Heights, UT	Previous registration
FORTIUS FINANCIAL ADVISORS, LLC	Former SEC adviser	May 27, 2004	Oct 10, 2006	no	SALT LAKE CITY, UT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
DIAMOND WEALTH MANAGEMENT, LLC	BLUEPRINT FINANCIAL ADVISORS	Jun 18, 2026	Jun 17, 2026	-1	Firm change	RIA to RIA
ASHTON THOMAS PRIVATE WEALTH	DIAMOND WEALTH MANAGEMENT, LLC	Jan 22, 2021	Jan 14, 2021	-8	Firm change	RIA to RIA
Onedigital	ASHTON THOMAS PRIVATE WEALTH	Feb 20, 2019	Sep 16, 2020	574	Firm change after gap	Other
CHARLES SCHWAB & CO., INC.	Onedigital	Oct 13, 2017	Jun 11, 2018	241	Firm change	Other
FORTIUS FINANCIAL ADVISORS, LLC	CHARLES SCHWAB & CO., INC.	Oct 10, 2006	Oct 13, 2008	734	Firm change after gap	Other

Relationships

Registered with (6)

→ BLUEPRINT FINANCIAL ADVISORSRegistered adviserregistration: current employment
Jun 17, 2026 to presentfactForm ADV
→ DIAMOND WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 14, 2021 to Jun 18, 2026factForm ADV
→ ASHTON THOMAS PRIVATE WEALTHRegistered adviserregistration: previous registration
Sep 16, 2020 to Jan 22, 2021factForm ADV
→ ONEDIGITALRegistered adviserregistration: previous registration
Jun 11, 2018 to Feb 20, 2019factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Oct 13, 2008 to Oct 13, 2017factForm ADV
→ FORTIUS FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
May 27, 2004 to Oct 10, 2006factForm ADV

Dated events

Occurred
Jun 18, 2026
Advisor changed firm
Ronald Todd Sperry left Diamond Wealth Management, Llc for Blueprint Financial Advisors (registered 2026-06-17)
Form ADVobserved 6 days ago