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RIA / WealthAdvisordual registered (broker-dealer)17 years in industry

Andrea Louise Swope

Advisor at BLUEPRINT FINANCIAL ADVISORS

Charlotte, NC | CHARLOTTE, NC

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Search this name across graphsid dfx:ria:98c8bd37-5629-cdf3-fd83-b076a0229e8e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 0
Observed: Nov 3, 2008 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 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: Oct 27, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Oct 27, 2008
First registration: Nov 3, 2008
Dual registered: yes, broker-dealer
Other names: ANDREA L JOHNSON|Andrea L Swope|Andrea L Johnson Swope|Andrea Louise Johnson
IAPD individual key: 5404168

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	Oct 3, 2022	n/a	yes	CHARLOTTE, NC\|Charlotte, NC	Current employment
BLUEPRINT INVESTMENT PARTNERS LLC	Asset manager	Oct 5, 2022	Jun 30, 2025	no	GREENSBORO, NC\|Charlotte, NC	Previous registration
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Aug 18, 2020	Sep 30, 2022	no	CHARLOTTE, NC	Previous registration
HAYDEN ROYAL	Former SEC adviser	Oct 7, 2019	Sep 1, 2020	no	Charlotte, NC\|CHARLOTTE, NC	Previous registration
CARY STREET PARTNERS	Bd affiliated wealth	Jan 22, 2019	Jan 29, 2019	no	Charlotte, NC	Previous registration
STONECREST ADVISORS, INC.	Mixed wealth	Sep 13, 2016	Mar 23, 2017	no	CHARLOTTE, NC	Previous registration
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC	Former SEC adviser	Apr 13, 2010	Nov 20, 2014	no	MIAMI, FL	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Apr 29, 2010	no	Cornelius, NC	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Nov 3, 2008	Jun 1, 2009	no	CORNELIUS, NC	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
BLUEPRINT INVESTMENT PARTNERS LLC	n/a	Jun 30, 2025	n/a	n/a	Departure no registered destination	Departure
WOODBURY FINANCIAL SERVICES, INC.	BLUEPRINT FINANCIAL ADVISORS	Sep 30, 2022	Oct 3, 2022	3	Firm change	Other
HAYDEN ROYAL	WOODBURY FINANCIAL SERVICES, INC.	Sep 1, 2020	Aug 18, 2020	-14	Firm change	RIA to ibd
CARY STREET PARTNERS	HAYDEN ROYAL	Jan 29, 2019	Oct 7, 2019	251	Firm change	Ibd to RIA
STONECREST ADVISORS, INC.	CARY STREET PARTNERS	Mar 23, 2017	Jan 22, 2019	670	Firm change after gap	RIA to ibd
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC	STONECREST ADVISORS, INC.	Nov 20, 2014	Sep 13, 2016	663	Firm change after gap	Other
MORGAN STANLEY	CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC	Apr 29, 2010	Apr 13, 2010	-16	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Relationships

Registered with (9)

→ BLUEPRINT FINANCIAL ADVISORSRegistered adviserregistration: current employment
Oct 3, 2022 to presentfactForm ADV
→ BLUEPRINT INVESTMENT PARTNERS LLCRegistered adviserregistration: previous registration
Oct 5, 2022 to Jun 30, 2025factForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Aug 18, 2020 to Sep 30, 2022factForm ADV
→ HAYDEN ROYALRegistered adviserregistration: previous registration
Oct 7, 2019 to Sep 1, 2020factForm ADV
→ CARY STREET PARTNERSRegistered adviserregistration: previous registration
Jan 22, 2019 to Jan 29, 2019factForm ADV
→ STONECREST ADVISORS, INC.Registered adviserregistration: previous registration
Sep 13, 2016 to Mar 23, 2017factForm ADV
→ CAPITAL GUARDIAN WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 13, 2010 to Nov 20, 2014factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Apr 29, 2010factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Nov 3, 2008 to Jun 1, 2009factForm ADV

Dated events

Occurred
Jun 30, 2025
Advisor departed, no destination yet
Andrea Louise Swope no longer registered at Blueprint Investment Partners Llc; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Sep 30, 2022
Advisor changed firm
Andrea Louise Swope left Woodbury Financial Services, Inc. for Blueprint Financial Advisors (registered 2022-10-03)
Form ADVobserved 4 days ago