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Advisor at BLUEPRINT FINANCIAL ADVISORS
CHARLOTTE, NC
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 FINANCIAL ADVISORS | Independent wealth | Jan 29, 2026 | n/a | yes | CHARLOTTE, NC|CHARLOTTE, NC | Current employment |
| HORNOR, TOWNSEND & KENT, LLC | Independent wealth | Nov 2, 2018 | Jan 23, 2026 | no | CHARLOTTE, NC|CHARLOTTE, NC|Conshohocken, PA | Previous registration |
| PRUCO SECURITIES, LLC | No RAUM reported | May 30, 2018 | Aug 23, 2018 | no | CHARLOTTE, NC | Previous registration |
| MSI FINANCIAL SERVICES, INC. | Former SEC adviser | Dec 19, 2007 | May 18, 2011 | no | CHARLOTTE, NC|MINT HILL, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HORNOR, TOWNSEND & KENT, LLC | BLUEPRINT FINANCIAL ADVISORS | Jan 23, 2026 | Jan 29, 2026 | 6 | Firm change | RIA to RIA |
| PRUCO SECURITIES, LLC | HORNOR, TOWNSEND & KENT, LLC | Aug 23, 2018 | Nov 2, 2018 | 71 | Firm change | Ibd to ibd |
| MSI FINANCIAL SERVICES, INC. | PRUCO SECURITIES, LLC | May 18, 2011 | May 30, 2018 | 2,569 | Firm change after gap | Other |