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Investment Adviser Firm Summary
STRATEGIC BLUEPRINT, LLC ( CRD # 284840/SEC#:801-108531 )
BEE STREET ADVISORY GROUP, THE RETIREMENT COACH, THE BAKER FINANCIAL GROUP, STRATEGIC BLUEPRINT, LLC, SHERPA FINANCIAL ADVISORS…
View latest Form ADV filedPart 2 BrochuresPart 3 Relationship Summary

The adviser's REGISTRATION status is listed below.

REGISTRATION STATUS
SEC / JURISDICTION
REGISTRATION STATUS
EFFECTIVE DATE
SECApproved10/28/2016
NOTICE FILINGS

Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.

JURISDICTIONEFFECTIVE DATE
Alabama6/8/2020
Arizona3/29/2019
California3/29/2019
Colorado3/28/2020
Connecticut3/29/2019
Delaware3/29/2019
District of Columbia8/9/2018
Florida6/1/2017
Georgia10/28/2016
Hawaii7/14/2023
Idaho3/31/2023
Illinois6/1/2021
Indiana3/31/2023
Kansas10/16/2020
Louisiana5/25/2021
Maine6/8/2020
Maryland8/9/2018
Massachusetts3/29/2019
Michigan2/3/2020
Minnesota3/29/2019
Mississippi3/31/2023
Missouri3/31/2023
Nebraska10/2/2020
Nevada5/25/2021
New Jersey10/27/2017
New Mexico3/31/2023
New York3/29/2019
North Carolina6/1/2017
Ohio3/29/2019
Oregon3/29/2019
Pennsylvania3/29/2019
Puerto Rico5/2/2023
Rhode Island3/31/2023
South Carolina6/26/2019
Tennessee3/28/2020
Texas10/18/2017
Utah3/29/2019
Virginia8/9/2018
Washington3/29/2019
West Virginia6/8/2020
EXEMPT REPORTING ADVISERS

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.

Not Currently an Exempt Reporting Adviser
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.