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Advisor at BLUEPRINT FINANCIAL ADVISORS
CHARLOTTE, NC | Hendersonville, 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 |
|---|---|---|---|---|---|---|
| BLUEPRINT FINANCIAL ADVISORS | Independent wealth | Aug 28, 2026 | n/a | yes | CHARLOTTE, NC|Hendersonville, NC | Current employment |
| PROSPERITY CAPITAL ADVISORS | Independent wealth | Mar 10, 2025 | Jul 16, 2026 | no | WESTLAKE, OH|Arden, NC | Previous registration |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Bd affiliated wealth | Feb 5, 2020 | Mar 20, 2025 | no | ORLANDO, FL|HENDERSONVILLE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PROSPERITY CAPITAL ADVISORS | BLUEPRINT FINANCIAL ADVISORS | Jul 16, 2026 | Aug 28, 2026 | 43 | Firm change | RIA to RIA |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | PROSPERITY CAPITAL ADVISORS | Mar 20, 2025 | Mar 10, 2025 | -10 | Firm change | Ibd to RIA |