JS
Julie A. Sullivan
STRATEGIC BLUEPRINT
Atlanta, GA 30345
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CRD#: 1112088
JS
Professional summary
Julie Ann Sullivan is a registered financial advisor currently at STRATEGIC BLUEPRINT, LLC located in Atlanta, Georgia and THE STRATEGIC FINANCIAL ALLIANCE, INC. located in Atlanta, Georgia.
Julie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Julie has worked at 15 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 22, Series 14 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
-1- PIGS FLY LLC, MEMBER - NOT INVESTMENT RELATED; 2885 LOOKOUT PLACE, ATLANTA, GA 30305; NOT SECURITIES RELATED; LLC FORMED BY HUSBAND AND I FOR POTENTIAL BUSINESS OPPORTUNITIES; MAINTAIN ANNUAL CORPORATE REGISTRATION; LESS THAN 1 HOURS/MONTH; NO HOURS DEVOTED DURING TRADING HOURS. -2- SFA INSURANCE SERVICES, INC. - INVESTMENT RELATED; 2200 CENTURY PARKWAY, SUITE 500, ATLANTA, GA 30345; INSURANCE AGENCY; OFFICER; 07/2013; 1 HOUR/MONTH, 0 DURING TRADING; OFFICER. -3- STRATEGIC BLUEPRINT, LLC - INVESTMENT RELATED; 2200 CENTURY PARKWAY, SUITE 500, ATLANTA, GA 30345; REGISTERED INVESTMENT ADVISER; MANAGER - PRESIDENT; 08/22/2016; 40 HOURS/MONTH, 35 DURING TRADING; CHIEF COMPLIANCE OFFICER. -4- TIMBREL CAPITAL, LLC - INVESTMENT RELATED; 2200 CENTURY PARKWAY, SUITE 500, ATLANTA, GA 30345; MANAGING BROKER DEALER; OFFICER; 07/17/2018; 30 HOURS/MONTH, 25 DURING TRADING; CHIEF COMPLIANCE OFFICER. -5- SFA HOLDINGS, INC. - INVESTMENT RELATED; 2200 CENTURY PARKWAY, SUITE 500, ATLANTA, GA 30345; HOLDING COMPANY FOR SFA, STRATEGIC BLUEPRINT, TIMBREL HOLDINGS, SFA INSURANCE SERVICES, AND MERCAP; OFFICER; 12/01/2018; 40 HOURS/MONTH, DURING TRADING; GROUP COMPLIANCE OFFICER.
CRS (Client Relationship Summary) - RIA
Click below to view Julie Ann Sullivan's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 1, 2021 - Present
STRATEGIC BLUEPRINT, LLC
Office #1: 2200 Century Parkway Suite 500, Atlanta, GA 30345RIA
CRD#: 284840
Atlanta, GA
Current
February 8, 2011 - Present
THE STRATEGIC FINANCIAL ALLIANCE, INC.
Office #1: 2200 Century Parkway Suite 500, Atlanta, GA 30345RIA
BD
CRD#: 126514
Atlanta, GA
Current
March 19, 2019 - Present
TIMBREL CAPITAL, LLC
Office #1: 2200 Century Parkway Suite 500, Atlanta, GA 30345Office #2: 2200 Century Parkway Suite 500 Ste 500, Atlanta, GA 30345BD
CRD#: 298131
Atlanta, GA
Past
August 28, 2013 - April 5, 2021
THE STRATEGIC FINANCIAL ALLIANCE, INC.
RIA
CRD#: 126514
ATLANTA, GA
Past
June 4, 2013 - December 23, 2013
ADVISORY SERVICES NETWORK
RIA
CRD#: 146051
ATLANTA, GA
Past
December 2, 2009 - December 23, 2011
FISCO INVESTMENT MANAGEMENT, L.P.
RIA
CRD#: 123051
ATLANTA, GA
Past
October 1, 2007 - April 17, 2009
OLD MUTUAL CAPITAL
RIA
CRD#: 131405
ATLANTA, GA
Past
March 28, 2007 - April 17, 2009
OLD MUTUAL FINANCIAL NETWORK SECURITIES, INC.
BD
CRD#: 141375
BALTIMORE, MD
Past
February 15, 2002 - June 1, 2005
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
DULUTH, GA
Past
June 11, 1997 - December 20, 1999
COMPULIFE INVESTOR SERVICES, INC.
BD
CRD#: 21543
ST. CLOUD, MN
Past
March 13, 1995 - December 31, 1995
COMPREHENSIVE FINANCIAL SERVICES, INC.
BD
CRD#: 22710
Past
January 4, 1993 - February 5, 2002
IFG NETWORK SECURITIES, INC.
BD
CRD#: 19948
ATLANTA, GA
Past
November 27, 1990 - December 31, 1992
PLANNED INVESTMENTS INC.
BD
CRD#: 5066
ATLANTA, GA
Past
May 23, 1990 - November 26, 1990
CARNEGIE SECURITIES CORPORATION
BD
CRD#: 14871
Past
January 19, 1988 - May 10, 1989
FIRST ALLIANCE SECURITIES, INC.
BD
CRD#: 10254
Past
May 10, 1983 - January 9, 1988
VANSOUTH SECURITIES, INC.
BD
CRD#: 10044
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SB
STRATEGIC BLUEPRINT, LLC
BEE STREET ADVISORY GROUP | THE RETIREMENT COACH | THE BAKER FINANCIAL GROUP | STRATEGIC BLUEPRINT, LLC | SHERPA FINANCIAL ADVISORS | PREHMUS FINANCIAL PARTNERS | OAKPOINT INVESTMENT PARTNERS | MIDWEST WEALTH MANAGEMENT | METAPARADIGM WEALTH MANAGEMENT | LIFE INCOME | LFA PRIVATE WEALTH MANAGEMENT | LEHNER SHOPE WEALTH GROUP | KEEN & POCOCK FINANCIAL PARTNERS | GOODWIN WEALTH | GENCREST CAPITAL PARTNERS | FAMILY WEALTHCARE | DESERT GROVE INVESTMENTS | CORNERSTONE WEALTH MANAGEMENT | COMPASS WEALTH MANAGEMENT | COMPASS FINANCIAL SERVICES | CLARITY FINANCIAL ADVISORS | BOURNE FINANCIAL COACHING | BENKO FINANCIAL SERVICES
CRD#: 284840 / SEC#: 801-108531
RIA
Registered Investment Advisory firm - (10/28/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Georgia(2/8/2011)
IAR
Georgia(4/1/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
SB
STRATEGIC BLUEPRINT, LLC
BEE STREET ADVISORY GROUP | THE RETIREMENT COACH | THE BAKER FINANCIAL GROUP | STRATEGIC BLUEPRINT, LLC | SHERPA FINANCIAL ADVISORS | PREHMUS FINANCIAL PARTNERS | OAKPOINT INVESTMENT PARTNERS | MIDWEST WEALTH MANAGEMENT | METAPARADIGM WEALTH MANAGEMENT | LIFE INCOME | LFA PRIVATE WEALTH MANAGEMENT | LEHNER SHOPE WEALTH GROUP | KEEN & POCOCK FINANCIAL PARTNERS | GOODWIN WEALTH | GENCREST CAPITAL PARTNERS | FAMILY WEALTHCARE | DESERT GROVE INVESTMENTS | CORNERSTONE WEALTH MANAGEMENT | COMPASS WEALTH MANAGEMENT | COMPASS FINANCIAL SERVICES | CLARITY FINANCIAL ADVISORS | BOURNE FINANCIAL COACHING | BENKO FINANCIAL SERVICES
CRD#: 284840 / SEC#: 801-108531
RIA
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Contact information
Main Address
2200 Century Parkway Suite 500, Atlanta, GA 30345
Mailing Address
Phone number
(678) 954-4130
Established
Firm type
Fiscal year end
# of Employees
57
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 9,067 |
| AUM (Assets Under Management) | $ 2,671,662,109 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
