Mayes, Ralph, Thomas

Ownership stakes

• Blueprint Financial Advisors Llc
  Member · 10% – 25% · Dec 2024
• Blueprint Financial Advisors Llc
  Member · 25% – 50% · Dec 2024
• Blueprint Investment Partners Llc
  Partner · 25% – 50% · Nov 2024
• Blueprint Fund Management Llc
  Member · 25% – 50% · Nov 2024
• Wfa Of San Diego, Llc
  Member · 25% – 50% · Jul 2024
• Zermatt Wealth Partners Llc
  Partner · 25% – 50% · Jul 2024
• Capinsights Partners, Llc
  Co Founder And Coo · 10% – 25% · Mar 2024

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗