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Advisor at BLUEPRINT FINANCIAL ADVISORS
CHARLOTTE, NC | Green Bay, WI
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 | Apr 16, 2025 | n/a | yes | CHARLOTTE, NC|Green Bay, WI | Current employment |
| NAVIGEN WEALTH MANAGEMENT | Former SEC adviser | Mar 13, 2012 | May 20, 2025 | no | SHEBOYGAN, WI|GREEN BAY, WI|SHEBOYGAN, WI|Sheboygan Falls, WI | Previous registration |
| MAIN STREET INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Jul 28, 2008 | Mar 8, 2012 | no | SHEBOYGAN, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NAVIGEN WEALTH MANAGEMENT | BLUEPRINT FINANCIAL ADVISORS | May 20, 2025 | Apr 16, 2025 | -34 | Firm change after gap | RIA to RIA |
| MAIN STREET INVESTMENT MANAGEMENT, LLC | NAVIGEN WEALTH MANAGEMENT | Mar 8, 2012 | Mar 13, 2012 | 5 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 145458:315570:WI:2025-05-20 | May 20, 2025 | Apr 16, 2025 | SHEBOYGAN FALLS, WI | Firm change after gap |