BLUEPRINT FINANCIAL ADVISORS LLC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 315570). Regulatory assets under management: $1.4B.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Ralph Thomas Mayes | MEMBER | — |
| Brandon Scott Langley | MEMBER; MEMBER & CCO; STRATEGIC ADVISOR/CO-FOUNDER AND MEMBER | — |
| Jonathan David Robinson | CEO/CO-FOUNDER AND MEMBER; MEMBER | — |
| Rory Richard Collins | MEMBER | — |
| Tony Gene Hauck | MEMBER | — |
| James Randall Arthaud | TRUSTEE | — |
| Laurie Michele Moore | CCO | — |
| Andrea Louise Swope | MEMBER & DIRECTOR OF ADVISOR EXPERIENCE/PRESIDENT; MEMBER & PRESIDENT | — |
| Kenneth Browne Peters | MEMBER | — |
| Mike Carlone | MEMBER | — |
| Nicole Marie Hands | MEMBER | — |
| Daniel Joseph Crawford | MEMBER | — |
| ROBINSON CHARLES DAVID | MEMBER | — |
| MAYES MICHAEL THOMAS | MEMBER | — |
| LANGLEY BRANDON SCOTT | MEMBER; MEMBER & CCO | — |
| COLLINS JORDAN RICHARD | MEMBER | — |
| Swope Andrea Louise | MEMBER & DIRECTOR OF ADVISOR EXPERIENCE; MEMBER & DIRECTOR OF ADVISOR EXPERIENCE/PRESIDENT | — |
| PETERS KENNETH BROWNE | MEMBER | — |
| Carlone Mike | MEMBER | — |
| Hands Nicole Marie | MEMBER | — |
| Crawford Daniel Joseph | MEMBER | — |
| HAUCK TONY GENE | MEMBER | — |
| ARTHAUD JAMES RANDALL | TRUSTEE | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2024-03-05 | regulatory | RENDERED INVESTMENT ADVICE, FROM A LOCATION WITHIN FLORIDA, WITHOUT BEING REGISTERED BY THE OFFICE. | Final | $5K |