DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

KAREN ANN WALSH

Advisor at STRATEGIC BLUEPRINT, LLC

Wilmington, NC

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:6e77124b-e668-99d6-833a-b43859c188bb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 21, 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: STRATEGIC BLUEPRINT, LLC
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: Sep 18, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Sep 18, 1998
First registration: May 21, 2004
Dual registered: yes, broker-dealer
Other names: KAREN ANN MILLER|KAREN ANN MILLER
IAPD individual key: 2689717

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
STRATEGIC BLUEPRINT, LLC	Independent wealth	Feb 12, 2025	n/a	yes	Wilmington, NC	Current employment
OSAIC ADVISORY SERVICES, LLC	Bd affiliated wealth	Nov 17, 2014	Feb 12, 2025	no	Wilmington, NC\|WILMINGTON, NC\|ATLANTA, GA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Aug 3, 2009	Nov 17, 2014	no	GREENVILLE, NC\|WILMINGTON, NC	Previous registration
STIFEL, NICOLAUS & COMPANY, INCORPORATED	National bd RIA	Jul 31, 2007	May 7, 2008	no	HACKENSACK, NJ	Previous registration
RYAN BECK & CO.	n/a	May 21, 2004	Jul 31, 2007	no	FORT LEE, NJ\|FORT LEE, NJ	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
OSAIC ADVISORY SERVICES, LLC	STRATEGIC BLUEPRINT, LLC	Feb 12, 2025	Feb 12, 2025	0	Firm change	Ibd to RIA
LPL FINANCIAL LLC	OSAIC ADVISORY SERVICES, LLC	Nov 17, 2014	Nov 17, 2014	0	Firm change	Other
STIFEL, NICOLAUS & COMPANY, INCORPORATED	LPL FINANCIAL LLC	May 7, 2008	Aug 3, 2009	453	Firm change after gap	Other
RYAN BECK & CO.	STIFEL, NICOLAUS & COMPANY, INCORPORATED	Jul 31, 2007	Jul 31, 2007	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
171070:284840:GA:2025-02-12	Feb 12, 2025	Feb 12, 2025	ATLANTA, GA	Firm change

Relationships

Registered with (5)

→ STRATEGIC BLUEPRINT, LLCRegistered adviserregistration: current employment
Feb 12, 2025 to presentfactForm ADV
→ OSAIC ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Nov 17, 2014 to Feb 12, 2025factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Aug 3, 2009 to Nov 17, 2014factForm ADV
→ STIFEL, NICOLAUS & COMPANY, INCORPORATEDRegistered adviserregistration: previous registration
Jul 31, 2007 to May 7, 2008factForm ADV
→ RYAN BECK & CO.Registered adviserregistration: previous registration
May 21, 2004 to Jul 31, 2007factForm ADV

Dated events

Occurred
Feb 12, 2025
Advisor changed firm
Karen Ann Walsh left Osaic Advisory Services, Llc for Strategic Blueprint, Llc (registered 2025-02-12)
Form ADVobserved 6 days ago