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RIA / WealthAdvisor19 years in industry

MICHAEL L ALLISON

Advisor at BLUEPRINT FINANCIAL ADVISORS

Savannah, GA | CHARLOTTE, NC

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Search this name across graphsid dfx:ria:e11ee3a2-253c-08ca-459f-f790da0943e6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 4
On other graphs: 0
Observed: Oct 25, 2006 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 24, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 13
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Oct 24, 2006
First registration: Oct 25, 2006
Dual registered: no
Other names: MICHAEL LEE ALLISON|Michael Allison|MICHAEL L ALLISON
IAPD individual key: 5200617

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	Aug 25, 2025	n/a	yes	CHARLOTTE, NC\|Savannah, GA	Current employment
NEWEDGE ADVISORS	Bd affiliated wealth	Mar 13, 2024	Aug 26, 2025	no	St. Simon Island, GA\|NEW ORLEANS, LA\|Savannah, GA	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Feb 13, 2023	Mar 8, 2024	no	SAVANNAH, GA\|SAVANNAH, GA	Previous registration
PARK AVENUE SECURITIES LLC	Bd affiliated wealth	Jul 7, 2022	Jan 10, 2023	no	CHARLOTTE, NC	Previous registration
INDEPENDENT ADVISOR ALLIANCE, LLC	Independent wealth	Oct 7, 2021	May 26, 2022	no	Charlotte, NC	Previous registration
Willow	Former SEC adviser	Nov 18, 2020	Sep 10, 2021	no	PITTSFIELD, MA	Previous registration
LINDEN THOMAS ADVISORY SERVICES, LLC	Independent wealth	Jun 14, 2018	Jan 2, 2020	no	CHARLOTTE, NC	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Dec 5, 2016	Jun 18, 2018	no	CHARLOTTE, NC	Previous registration
GREENWOOD CAPITAL ASSOCIATES, LLC	Independent wealth	Jul 2, 2015	Jul 7, 2016	no	GREENWOOD, SC	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Apr 14, 2014	May 27, 2015	no	CHARLOTTE, NC\|SAN DIEGO, CA\|CHARLOTTE, NC\|ROCK HILL, NC\|ROCK HILL, NC\|CHARLOTTE, NC\|INDIAN TRAIL, NC\|MONROE, NC\|ROCKWELL, NC\|SALISBURY, NC\|WEDDINGTON, NC\|GASTONIA, NC	Previous registration
ALLWORTH FINANCIAL, L.P.	Bd affiliated wealth	Jan 9, 2014	Apr 29, 2014	no	CHARLOTTE, NC\|FOLSOM, CA	Previous registration
PATHWAY STRATEGIC ADVISORS	Former SEC adviser	Nov 19, 2013	Jan 9, 2014	no	CHARLOTTE, NC	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 20, 2010	Nov 2, 2012	no	CHARLOTTE, NC	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Oct 25, 2006	Aug 25, 2010	no	CHARLOTTE, NC\|CHARLOTTE, 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
NEWEDGE ADVISORS	BLUEPRINT FINANCIAL ADVISORS	Aug 26, 2025	Aug 25, 2025	-1	Firm change	Ibd to RIA
MML INVESTORS SERVICES, LLC	NEWEDGE ADVISORS	Mar 8, 2024	Mar 13, 2024	5	Firm change	Ibd to ibd
PARK AVENUE SECURITIES LLC	MML INVESTORS SERVICES, LLC	Jan 10, 2023	Feb 13, 2023	34	Firm change	Ibd to ibd
INDEPENDENT ADVISOR ALLIANCE, LLC	PARK AVENUE SECURITIES LLC	May 26, 2022	Jul 7, 2022	42	Firm change	RIA to ibd
Willow	INDEPENDENT ADVISOR ALLIANCE, LLC	Sep 10, 2021	Oct 7, 2021	27	Firm change	RIA to RIA
LINDEN THOMAS ADVISORY SERVICES, LLC	Willow	Jan 2, 2020	Nov 18, 2020	321	Firm change	RIA to RIA
WELLS FARGO ADVISORS	LINDEN THOMAS ADVISORY SERVICES, LLC	Jun 18, 2018	Jun 14, 2018	-4	Firm change	Other
GREENWOOD CAPITAL ASSOCIATES, LLC	WELLS FARGO ADVISORS	Jul 7, 2016	Dec 5, 2016	151	Firm change	Other
LPL FINANCIAL LLC	GREENWOOD CAPITAL ASSOCIATES, LLC	May 27, 2015	Jul 2, 2015	36	Firm change	Other
ALLWORTH FINANCIAL, L.P.	LPL FINANCIAL LLC	Apr 29, 2014	Apr 14, 2014	-15	Firm change	Other
PATHWAY STRATEGIC ADVISORS	ALLWORTH FINANCIAL, L.P.	Jan 9, 2014	Jan 9, 2014	0	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	PATHWAY STRATEGIC ADVISORS	Nov 2, 2012	Nov 19, 2013	382	Firm change	Other
WELLS FARGO ADVISORS	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Aug 25, 2010	Aug 20, 2010	-5	Firm change	Wirehouse to wirehouse

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
11025:288557:NC:2018-06-15	Jun 18, 2018	Jun 14, 2018	CHARLOTTE, NC	Firm change

Relationships

Registered with (13)

→ BLUEPRINT FINANCIAL ADVISORSRegistered adviserregistration: current employment
Aug 25, 2025 to presentfactForm ADV
→ NEWEDGE ADVISORSRegistered adviserregistration: previous registration
Mar 13, 2024 to Aug 26, 2025factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Feb 13, 2023 to Mar 8, 2024factForm ADV
→ PARK AVENUE SECURITIES LLCRegistered adviserregistration: previous registration
Jul 7, 2022 to Jan 10, 2023factForm ADV
→ INDEPENDENT ADVISOR ALLIANCE, LLCRegistered adviserregistration: previous registration
Oct 7, 2021 to May 26, 2022factForm ADV
→ WILLOWRegistered adviserregistration: previous registration
Nov 18, 2020 to Sep 10, 2021factForm ADV
→ LINDEN THOMAS ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Jun 14, 2018 to Jan 2, 2020factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Dec 5, 2016 to Jun 18, 2018factForm ADV
→ GREENWOOD CAPITAL ASSOCIATES, LLCRegistered adviserregistration: previous registration
Jul 2, 2015 to Jul 7, 2016factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Apr 14, 2014 to May 27, 2015factForm ADV
→ ALLWORTH FINANCIAL, L.P.Registered adviserregistration: previous registration
Jan 9, 2014 to Apr 29, 2014factForm ADV
→ PATHWAY STRATEGIC ADVISORSRegistered adviserregistration: previous registration
Nov 19, 2013 to Jan 9, 2014factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 20, 2010 to Nov 2, 2012factForm ADV

Dated events

Occurred
Aug 26, 2025
Advisor changed firm
Michael L Allison left Newedge Advisors for Blueprint Financial Advisors (registered 2025-08-25)
Form ADVobserved 6 days ago
Occurred
Mar 8, 2024
Advisor changed firm
Michael L Allison left Mml Investors Services, Llc for Newedge Advisors (registered 2024-03-13)
Form ADVobserved 6 days ago
Occurred
Jan 10, 2023
Advisor changed firm
Michael L Allison left Park Avenue Securities Llc for Mml Investors Services, Llc (registered 2023-02-13)
Form ADVobserved 6 days ago
Occurred
May 26, 2022
Advisor changed firm
Michael L Allison left Independent Advisor Alliance, Llc for Park Avenue Securities Llc (registered 2022-07-07)
Form ADVobserved 6 days ago