Raymond F. Green

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CRD#: 1236809

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Raymond Floyd Green JR, who also goes by Floyd Green, was a registered financial professional .

Raymond is a previously registered financial professional and started their career in finance in 1984. Raymond had worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Floyd Green

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- Cornerstone Wealth Management, LLC. Investment Related. 2301 Stonehenge Drive, 210, Raleigh, NC 27615. Doing business as name for financial services. Partner. Start Date: 06/1986 160 hours/month, 130 during trading. Client advisor. -2- Fixed Insurance. Investment Related. 2032 Hornbeck Court, Raleigh, NC 27614. Life, disability, and long term care insurance. Agent. Start Date: 07/2015 2 hours/month, during trading. Refer clients to Eric Tucker for fixed insurance needs.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

July 9, 2019 - January 18, 2024

STRATEGIC BLUEPRINT, LLC

RIA

CRD#: 284840

Raleigh, NC

Past

October 31, 2003 - January 3, 2022

THE STRATEGIC FINANCIAL ALLIANCE, INC.

RIA

CRD#: 126514

RALEIGH, NC

Past

October 31, 2003 - January 18, 2024

THE STRATEGIC FINANCIAL ALLIANCE, INC.

CRD#: 126514

RALEIGH, NC

Past

December 31, 2001 - December 1, 2003

IFG ADVISORY SERVICES INC

RIA

CRD#: 105316

RALEIGH, NC

Past

April 15, 1992 - December 1, 2003

IFG NETWORK SECURITIES, INC.

CRD#: 19948

ATLANTA, GA

Past

March 17, 1989 - May 14, 1992

DERAND/PENNINGTON/BASS, INC.

CRD#: 4679

Past

January 17, 1989 - March 17, 1989

PENNINGTON/BASS EQUITIES, INC.

CRD#: 13765

Past

March 22, 1984 - January 30, 1989

SOURCE SECURITIES, INC.

CRD#: 8026

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".

STRATEGIC BLUEPRINT, LLC

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.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/11/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/17/1984

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/1/1986

General Securities Principal Examination

Current Firm

STRATEGIC BLUEPRINT, LLC

CRD#: 284840 / SEC#: 801-108531

RIA

Registered Investment Advisory firm - (10/28/2016 Approved)

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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

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STATEGIC BLUEPRINT DISCLOSURE BROCHURE (5/21/2025)

FAMILY OFFICES SERVICES (3/28/2025)

STRATEGIC BLUEPRINT ADVISOR DIRECTED ACCOUNT PROGRAM BROCHURE (3/28/2025)

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.

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Advisor Monitoring

Firm Stability Insights

Raymond F. Green

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

THE STRATEGIC FINANCIAL ALLIANCE, INC.

THE STRATEGIC FINANCIAL ALLIANCE, INC.

IFG ADVISORY SERVICES INC

IFG NETWORK SECURITIES, INC.

DERAND/PENNINGTON/BASS, INC.

PENNINGTON/BASS EQUITIES, INC.

SOURCE SECURITIES, INC.

Primary Firm SEC Registration

STRATEGIC BLUEPRINT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/11/1984

SIE

Date: 10/1/2018

Series 7

Date: 3/17/1984

Series 24

Date: 7/1/1986

Current Firm

STRATEGIC BLUEPRINT, LLC

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STRATEGIC BLUEPRINT, LLC

TRUST BUT VERIFY

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