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Advisor at STRATEGIC BLUEPRINT, LLC
Atlanta, GA
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 | Nov 8, 2023 | n/a | yes | Atlanta, GA | Current employment |
| CI BRIGHTWORTH PRIVATE WEALTH | Former SEC adviser | Feb 10, 2020 | Nov 12, 2021 | no | ATLANTA, GA | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Aug 23, 2017 | Jan 15, 2020 | no | Atlanta, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CI BRIGHTWORTH PRIVATE WEALTH | STRATEGIC BLUEPRINT, LLC | Nov 12, 2021 | Nov 8, 2023 | 726 | Firm change after gap | RIA to RIA |
| MML INVESTORS SERVICES, LLC | CI BRIGHTWORTH PRIVATE WEALTH | Jan 15, 2020 | Feb 10, 2020 | 26 | Firm change | Ibd to RIA |