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Advisor at COMPASS FINANCIAL SERVICES, INC.
WINSTON-SALEM, 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 |
|---|---|---|---|---|---|---|
| COMPASS FINANCIAL SERVICES, INC. | State registered | Oct 2, 2025 | n/a | yes | WINSTON-SALEM, NC | Current employment |
| STRATEGIC BLUEPRINT, LLC | Independent wealth | Aug 4, 2021 | Oct 1, 2025 | no | Winston Salem, NC | Previous registration |
| COMPASS FINANCIAL SERVICES, INC. | n/a | Mar 8, 2005 | Sep 7, 2021 | no | WINSTON SALEM, NC|Winston Salem, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC BLUEPRINT, LLC | COMPASS FINANCIAL SERVICES, INC. | Oct 1, 2025 | Oct 2, 2025 | 1 | Firm change | RIA to state RIA |
| COMPASS FINANCIAL SERVICES, INC. | STRATEGIC BLUEPRINT, LLC | Sep 7, 2021 | Aug 4, 2021 | -34 | Firm change after gap | Other |