DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at BLUEPRINT FINANCIAL ADVISORS
CHARLOTTE, NC | Naples, FL
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 | Mar 5, 2024 | n/a | yes | Naples, FL|CHARLOTTE, NC | Current employment |
| SOLAS WEALTH | n/a | Jun 30, 2021 | Mar 7, 2023 | no | NAPLES, FL | Previous registration |
| PRUCO SECURITIES, LLC | No RAUM reported | Sep 17, 2018 | Jul 6, 2021 | no | NAPLES, FL | Previous registration |
| MKD WEALTH | Independent wealth | Aug 3, 2010 | Aug 21, 2018 | no | AUBURN HILLS, MI | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | May 15, 2007 | Nov 25, 2009 | no | AUBURN HILLS, MI | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Nov 3, 2000 | Jan 23, 2007 | no | AUBURN HILLS, MI|AUBURN HILLS, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SOLAS WEALTH | BLUEPRINT FINANCIAL ADVISORS | Mar 7, 2023 | Mar 5, 2024 | 364 | Firm change | Other |
| PRUCO SECURITIES, LLC | SOLAS WEALTH | Jul 6, 2021 | Jun 30, 2021 | -6 | Firm change | Other |
| MKD WEALTH | PRUCO SECURITIES, LLC | Aug 21, 2018 | Sep 17, 2018 | 27 | Firm change | RIA to ibd |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | MKD WEALTH | Nov 25, 2009 | Aug 3, 2010 | 251 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Jan 23, 2007 | May 15, 2007 | 112 | Firm change | Other |