Unclaimed Profile

Rick W Bone

BLUEPRINT INVESTMENT PARTNERS LLC·GREENSBORO, North Carolina

SIE, Series 6, Series 6TO, Series 7TO, Series 63, Series 65Clean record23 years registeredBLUEPRINT INVESTMENT PARTNERS LLC

1250 REVOLUTION MILL DR., GREENSBORO, NC 27405CRD# 1114472Firm CRD# 170196

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Rick W Bone · GREENSBORO, NC

Registration

CRD #1114472 · BLUEPRINT INVESTMENT PARTNERS LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BLUEPRINT INVESTMENT PARTNERS LLC

M CAPITAL ADVISORS

Oct 2021 – Nov 2023

Bluffton, SC

EMPIRICAL ASSET MANAGEMENT, LLC

Aug 2021 – Oct 2021

BLUFFTON, SC

BLUEPRINT FUND MANAGEMENT

Jun 2020 – Nov 2021

Royersford, PA

BLUEPRINT INVESTMENT PARTNERS LLC

Apr 2019 – Nov 2021

Royersford, PA

BLUESTONE CAPITAL MANAGEMENT, LLC

Jun 2014 – Jan 2016

WAYNE, PA

CHASE INVESTMENT COUNSEL CORPORATION

Apr 2012 – May 2014

ROYERSFORD, PA

KNOTT CAPITAL MANAGEMENT

Nov 2009 – Feb 2011

EXTON, PA

BJURMAN, BARRY & ASSOCIATES

Nov 2002 – Apr 2009

LOS ANGLES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 6TO

Series 7TO

Series 63

Series 65

Registration record

First registered · November 27, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLUEPRINT INVESTMENT PARTNERS LLC

CRD 170196 · SEC 801-108069

AUM

$849M

Regulatory assets under management

Employees

15 client accounts

Services offered by BLUEPRINT INVESTMENT PARTNERS LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BLUEPRINT INVESTMENT PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Rick W Bone offer?

Rick W Bone specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Rick W Bone's credentials?

Rick W Bone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rick W Bone located?

Rick W Bone is based in GREENSBORO, North Carolina, last registered with BLUEPRINT INVESTMENT PARTNERS LLC.

How does Rick W Bone charge for services?

Rick W Bone's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLUEPRINT INVESTMENT PARTNERS LLC?

BLUEPRINT INVESTMENT PARTNERS LLC has approximately 15 employees and manages $849M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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