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.

Current firm

BLUEPRINT FINANCIAL ADVISORS

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

Jan 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Exams

S66

First exam

Jun 3, 2019

First registration

Jun 12, 2019

Dual registered

no

Other names

Sarah Lee Wright|Sarah Lee Malatos|Sarah Davis|Sarah L Davis

IAPD individual key

7050596

• Occurred

  May 21, 2024
  Advisor changed firm

  Sarah Lee Davis left Raymond James Financial Services Advisors, Inc for Blueprint Financial Advisors (registered 2024-06-24)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:85901e82-8ebe-650f-03f0-e58e0502a2cb

First observed

Jun 12, 2019

Last observed

Sep 15, 2026 3 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.