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Advisor at CADGER TAX AND FINANCIAL INC.
Carolina Beach, 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 |
|---|---|---|---|---|---|---|
| CADGER TAX AND FINANCIAL INC. | State registered | Jan 1, 2025 | n/a | yes | Carolina Beach, NC | Current employment |
| BLUEPRINT INVESTMENTS AND TAX PLANNING | State registered | Sep 23, 2019 | Feb 24, 2021 | no | Valley Springs, CA | Previous registration |
| BLUEPRINT WEALTH PARTNERS, LLC | n/a | Oct 16, 2017 | Oct 5, 2019 | no | VALLEY SPRINGS, CA | Previous registration |
| BLUEPRINT WEALTH PARTNERS, LLC | n/a | Jun 16, 2016 | Oct 16, 2017 | no | VALLEY SPRINGS, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BLUEPRINT INVESTMENTS AND TAX PLANNING | CADGER TAX AND FINANCIAL INC. | Feb 24, 2021 | Jan 1, 2025 | 1,407 | Firm change after gap | Other |
| BLUEPRINT WEALTH PARTNERS, LLC | BLUEPRINT INVESTMENTS AND TAX PLANNING | Oct 5, 2019 | Sep 23, 2019 | -12 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 168921:291591:CA:2019-10-05 | Oct 5, 2019 | Sep 23, 2019 | VALLEY SPRINGS, CA | Firm change |