DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner16 years in industry

CHARLES CHIZOBA ADI

Advisor at BLUEPRINT 360 LLC

Houston, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:45294f4d-520d-9469-4386-a537f23e9dbe

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 25, 2011 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 360 LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Jun 6, 2010
First registration: Apr 25, 2011
Dual registered: no
Other names: CHARLES ADI
IAPD individual key: 5771158

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 360 LLC	State registered	Feb 9, 2018	n/a	yes	Houston, TX	Current employment
WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.	State registered	May 21, 2014	Nov 28, 2018	no	HOUSTON, TX	Previous registration
HORNOR, TOWNSEND & KENT, LLC	Independent wealth	Dec 19, 2011	Jan 25, 2018	no	HOUSTON, TX	Previous registration
WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.	State registered	Apr 25, 2011	Dec 31, 2011	no	HOUSTON, TX	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
WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.	BLUEPRINT 360 LLC	Nov 28, 2018	Feb 9, 2018	-292	Firm change after gap	Other
HORNOR, TOWNSEND & KENT, LLC	WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.	Jan 25, 2018	May 21, 2014	-1,345	Firm change after gap	Other
WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.	HORNOR, TOWNSEND & KENT, LLC	Dec 31, 2011	Dec 19, 2011	-12	Firm change	Other

Relationships

Registered with (3)

→ BLUEPRINT 360 LLCRegistered adviserregistration: current employment
Feb 9, 2018 to presentfactForm ADV
→ WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.Registered adviserregistration: previous registration
May 21, 2014 to Nov 28, 2018factForm ADV
→ HORNOR, TOWNSEND & KENT, LLCRegistered adviserregistration: previous registration
Dec 19, 2011 to Jan 25, 2018factForm ADV

Dated events

No dated event names this entity yet.