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Advisor at MIAI, INC.
DALLAS, TX | CHARLOTTE, NC | Charlotte, 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 | Jan 23, 2026 | n/a | yes | CHARLOTTE, NC|Charlotte, NC | Current employment |
| MIAI, INC. | Independent wealth | Jan 23, 2026 | n/a | yes | DALLAS, TX|Charlotte, NC | Current employment |
| HORNOR, TOWNSEND & KENT, LLC | Independent wealth | Oct 30, 2018 | Jan 23, 2026 | no | CHARLOTTE, NC|CHARLOTTE, NC|Conshohocken, PA | Previous registration |
| PRUCO SECURITIES, LLC | No RAUM reported | Oct 10, 2007 | Oct 31, 2018 | no | Matthews, NC|CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HORNOR, TOWNSEND & KENT, LLC | BLUEPRINT FINANCIAL ADVISORS | Jan 23, 2026 | Jan 23, 2026 | 0 | Firm change | RIA to RIA |
| PRUCO SECURITIES, LLC | HORNOR, TOWNSEND & KENT, LLC | Oct 31, 2018 | Oct 30, 2018 | -1 | Firm change | Ibd to ibd |