← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（12/11/2024）
BLUEPRINT FINANCIAL ADVISORS LLC · 所有者与执行高管（CRD 315570）
机构事实页：BLUEPRINT FINANCIAL ADVISORS LLC 事实页 → | 官方原文：IAPD firm-summary/315570
Schedule A · 直接所有者（10 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| ROBINSON, JONATHAN, DAVID | 个人 | MEMBER | 是 | B |
| LANGLEY, BRANDON, SCOTT | 个人 | MEMBER & CCO | 是 | B |
| Swope, Andrea, Louise | 个人 | MEMBER & DIRECTOR OF ADVISOR EXPERIENCE/PRESIDENT | — | NA |
| PETERS, KENNETH, BROWNE | 个人 | MEMBER | — | NA |
| Carlone, Mike | 个人 | MEMBER | — | A |
| Hands, Nicole, Marie | 个人 | MEMBER | — | NA |
| Mayes, Ralph, Thomas | 个人 | MEMBER | — | B |
| Crawford, Daniel, Joseph | 个人 | MEMBER | — | NA |
| BLUEPRINT PARTNERS FUND | 境内实体 | MEMBER | 是 | D |
| BLUEPRINT NORTH 1, LLC | 境内实体 | MEMBER | — | NA |
Schedule B · 执行高管（7 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| LANGLEY, BRANDON, SCOTT | MEMBER | 是 |
| ROBINSON, JONATHAN, DAVID | MEMBER | 是 |
| Mayes, Ralph, Thomas | MEMBER | 是 |
| HAUCK, TONY, GENE | MEMBER | 是 |
| JAMES R ARTHAUD REVOCABLE TRUST | MEMBER | 是 |
| ARTHAUD, JAMES, RANDALL | TRUSTEE | — |
| COLLINS, RORY, RICHARD | MEMBER | 是 |
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
