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RIA / WealthAdvisorChartered Financial Consultant16 years in industry

Timothy J Pierson

Advisor at BLUEPRINT FINANCIAL STRATEGIES, LLC

EATONTON, GA

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Search this name across graphsid dfx:ria:92ab8bf0-62de-4b1e-7d64-c81d60b571da

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Dec 6, 2011 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: BLUEPRINT FINANCIAL STRATEGIES, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 4, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S63|S66
First exam: Aug 4, 2010
First registration: Dec 6, 2011
Dual registered: no
Other names: TIM PIERSON
IAPD individual key: 5809062

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 STRATEGIES, LLC	State registered	Aug 2, 2021	n/a	yes	EATONTON, GA	Current employment
GRADIENT WEALTH MANAGEMENT	Bd affiliated wealth	Feb 2, 2017	Aug 2, 2021	no	ARDEN HILLS, MN\|ARDEN HILLS, MN\|Eatonton, GA	Previous registration
INVESTMENT CENTERS OF AMERICA, INC.	Former SEC adviser	Dec 6, 2011	Feb 2, 2017	no	SANDERSVILLE, GA\|EATONTON, GA\|APPLETON, WI\|EATONTON, GA\|EATONTON, GA\|SANDERSVILLE, GA\|EATONTON, GA	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
GRADIENT WEALTH MANAGEMENT	BLUEPRINT FINANCIAL STRATEGIES, LLC	Aug 2, 2021	Aug 2, 2021	0	Firm change	Ibd to state RIA
INVESTMENT CENTERS OF AMERICA, INC.	GRADIENT WEALTH MANAGEMENT	Feb 2, 2017	Feb 2, 2017	0	Firm change	Other

Relationships

Registered with (3)

→ BLUEPRINT FINANCIAL STRATEGIES, LLCRegistered adviserregistration: current employment
Aug 2, 2021 to presentfactForm ADV
→ GRADIENT WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Feb 2, 2017 to Aug 2, 2021factForm ADV
→ INVESTMENT CENTERS OF AMERICA, INC.Registered adviserregistration: previous registration
Dec 6, 2011 to Feb 2, 2017factForm ADV

Dated events

No dated event names this entity yet.