DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at BLUEPRINT PARTNERS LLC
TRAVERSE CITY, MI
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 PARTNERS LLC | Independent wealth | Apr 30, 2021 | n/a | yes | TRAVERSE CITY, MI | Current employment |
| OSAIC FA, INC. | Former SEC adviser | Sep 6, 2012 | May 4, 2021 | no | TRAVERSE CITY, MI | Previous registration |
| FIFTH THIRD SECURITIES, INC. | Bd affiliated wealth | Jan 13, 2011 | Sep 13, 2012 | no | TRAVERSE CITY, MI|TRAVERSE CITY, MI|TRAVERSE CITY, MI | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | May 21, 2010 | Feb 16, 2011 | no | TRAVERSE CITY, MI | Previous registration |
| EDWARD JONES | National bd RIA | Oct 20, 2009 | May 13, 2010 | no | TRAVERSE CITY, MI|Traverse City, MI | Previous registration |
| HUNTINGTON FINANCIAL ADVISORS | Bd affiliated wealth | Apr 4, 2006 | Sep 21, 2009 | no | PETOSKEY, MI|TRAVERSE CITY, MI|TRAVERSE CITY, MI|PETOSKEY, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OSAIC FA, INC. | BLUEPRINT PARTNERS LLC | May 4, 2021 | Apr 30, 2021 | -4 | Firm change | Ibd to new firm |
| FIFTH THIRD SECURITIES, INC. | OSAIC FA, INC. | Sep 13, 2012 | Sep 6, 2012 | -7 | Firm change | Other |
| LPL FINANCIAL LLC | FIFTH THIRD SECURITIES, INC. | Feb 16, 2011 | Jan 13, 2011 | -34 | Firm change after gap | Other |
| EDWARD JONES | LPL FINANCIAL LLC | May 13, 2010 | May 21, 2010 | 8 | Firm change | Other |
| HUNTINGTON FINANCIAL ADVISORS | EDWARD JONES | Sep 21, 2009 | Oct 20, 2009 | 29 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 3978:312902:MI:2021-05-04 | May 4, 2021 | Apr 30, 2021 | TRAVERSE CITY, MI | Firm change |