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RIA / WealthAdvisorCertified Financial Planner26 years in industry

DAVID BART HILL

Advisor at BLUEPRINT FINANCIAL ADVISORS

CHARLOTTE, NC | Alpine, UT

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Search this name across graphsid dfx:ria:8da7ace1-4181-36df-fd52-dc455f420e05

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jan 4, 2000 to Sep 15, 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 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: Dec 8, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Dec 8, 1999
First registration: Jan 4, 2000
Dual registered: no
IAPD individual key: 4049028

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 FINANCIAL ADVISORS	Independent wealth	Sep 4, 2026	n/a	yes	CHARLOTTE, NC\|Alpine, UT	Current employment
DIAMOND WEALTH MANAGEMENT, LLC	Former SEC adviser	Jun 19, 2017	Aug 14, 2026	no	ALPINE, UT	Previous registration
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC	Former SEC adviser	Mar 25, 2013	May 19, 2017	no	ALPINE, UT	Previous registration
FORTIUS WEALTH MANAGEMENT LLC	Former SEC adviser	Apr 23, 2012	Jun 28, 2012	no	ALPINE, UT	Previous registration
WADDELL & REED	Former SEC adviser	Mar 21, 2011	Apr 13, 2012	no	CLEARFIELD, UT	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jan 4, 2000	Mar 22, 2011	no	SALT LAKE CITY, UT\|SALT LAKE CITY, UT	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
DIAMOND WEALTH MANAGEMENT, LLC	BLUEPRINT FINANCIAL ADVISORS	Aug 14, 2026	Sep 4, 2026	21	Firm change	RIA to RIA
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC	DIAMOND WEALTH MANAGEMENT, LLC	May 19, 2017	Jun 19, 2017	31	Firm change	Other
FORTIUS WEALTH MANAGEMENT LLC	CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC	Jun 28, 2012	Mar 25, 2013	270	Firm change	Other
WADDELL & REED	FORTIUS WEALTH MANAGEMENT LLC	Apr 13, 2012	Apr 23, 2012	10	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WADDELL & REED	Mar 22, 2011	Mar 21, 2011	-1	Firm change	Other

Relationships

Registered with (6)

→ BLUEPRINT FINANCIAL ADVISORSRegistered adviserregistration: current employment
Sep 4, 2026 to presentfactForm ADV
→ DIAMOND WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 19, 2017 to Aug 14, 2026factForm ADV
→ CAPITAL GUARDIAN WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 25, 2013 to May 19, 2017factForm ADV
→ FORTIUS WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Apr 23, 2012 to Jun 28, 2012factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Mar 21, 2011 to Apr 13, 2012factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jan 4, 2000 to Mar 22, 2011factForm ADV

Dated events

Occurred
Aug 14, 2026
Advisor changed firm
David Bart Hill left Diamond Wealth Management, Llc for Blueprint Financial Advisors (registered 2026-09-04)
Form ADVobserved 6 days ago