Laurie M. Moore

BLUEPRINT INVESTMENT PARTNERS LLC

Frisco, TX

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CRD#: 2020784

Professional summary

Laurie Michele Moore, who also goes by Laurie Michele Landwermeyer, Laurie Michele Markum, Laurie Michele Smith, is a registered financial advisor currently at BLUEPRINT INVESTMENT PARTNERS LLC located in Frisco, Texas and MAPLEWOOD INVESTMENTS, INC. located in Dallas, Texas.

Laurie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Laurie has worked at 8 firms and has passed the Series 66, Series 63, Series 79TO, Series 99TO, SIE, Series 7, Series 14, Series 10, Series 9, Series 8 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Laurie Michele Landwermeyer | Laurie Michele Markum | Laurie Michele Smith

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.

Maplewood Investments, Inc./Investment-related/12222 Merit Drive, Ste 1390, Dallas, TX 75251/Broker Dealer/Compliance Consultant/June 2024/15 hours a week during securities trading hours/Provide compliance consulting services as needed. Blueprint Investment Partners/Investment-related/1250 Revolution Mills Dr, Ste 150, Greensboro, NC 27405/Registered Investment Adviser/Director of Compliance/June 2024/40 hours a week during securities trading hours/develop, maintain, and monitor regulatory compliance standards in the overall management of the firm's and its affiliates compliance programs, the application of compliance policies and procedures and the development of governance and risk management practices.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laurie Michele Moore's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 9, 2024 - Present

BLUEPRINT INVESTMENT PARTNERS LLC

RIA

CRD#: 170196

Frisco, TX

Current

July 16, 2024 - Present

MAPLEWOOD INVESTMENTS, INC.

Office #1: 12222 Merit Dr Suite 1390, Dallas, TX 75251

CRD#: 103723

Dallas, TX

Past

May 2, 2023 - June 19, 2024

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

DALLAS, TX

Past

August 22, 2022 - June 19, 2024

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

DALLAS, TX

Past

August 22, 2022 - June 19, 2024

CITI PRIVATE ALTERNATIVES, LLC

CRD#: 153777

Dallas, TX

Past

July 22, 2008 - August 29, 2022

MAPLEWOOD INVESTMENTS, INC.

CRD#: 103723

DALLAS, TX

Past

April 28, 2006 - July 15, 2008

TITAN SECURITIES

CRD#: 131392

DALLAS, TX

Past

July 26, 2004 - May 10, 2006

LEHMAN BROTHERS INC.

CRD#: 7506

DALLAS, TX

Past

April 21, 1999 - August 4, 2004

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

November 14, 1995 - April 28, 1999

CAPIS

CRD#: 7551

DALLAS, TX

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".

BLUEPRINT INVESTMENT PARTNERS LLC

CRD#: 170196 / SEC#: 801-108069

RIA

Registered Investment Advisory firm - (7/8/2016 Approved)

North Carolina

Registered Investment Advisory firm - (7/18/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

Connecticut
(7/24/2025)

Indiana
(8/15/2025)

Maryland
(7/22/2025)

Missouri
(8/1/2025)

Ohio
(7/14/2025)

Pennsylvania
(7/16/2025)

IAR

Texas
(7/9/2024)

Texas
(7/16/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/1/2023

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/21/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/13/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 14

Date: 1/2/2023

Compliance Officer Examination

Principal/Supervisory Exam

Series 10

Date: 1/2/2023

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 1/2/2023

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 8

Date: 4/13/1998

General Securities Sales Supervisor Examination (Options Module & General Module)

Principal/Supervisory Exam

Series 24

Date: 11/24/1997

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

BLUEPRINT INVESTMENT PARTNERS LLC

CRD#: 170196 / SEC#: 801-108069

RIA

Registered Investment Advisory firm - (7/8/2016 Approved)

North Carolina

Registered Investment Advisory firm - (7/18/2016 Terminated)

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Contact information

Main Address

1175 Revolution Mill Dr. Suite 2, Greensboro, NC 27405

Mailing Address

Phone number

(336) 609-7522

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BLUEPRINT INVESTMENT PARTNERS ADV PART 2A, MARCH 26, 2025 (3/26/2025)

Regulatory assets under management

Total Number of Accounts	17
AUM (Assets Under Management)	$ 1,227,734,071

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

Laurie M. Moore

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laurie Michele Moore's CRS (Customer Relationship Summary).

Certified licenses

Experience

MAPLEWOOD INVESTMENTS, INC.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

CITI PRIVATE ALTERNATIVES, LLC

MAPLEWOOD INVESTMENTS, INC.

TITAN SECURITIES

LEHMAN BROTHERS INC.

WELLS FARGO CLEARING SERVICES, LLC

CAPIS

Primary Firm SEC Registration

BLUEPRINT INVESTMENT PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/1/2023

Series 63

Date: 3/21/1994

Series 79TO

Date: 1/2/2023

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 11/13/1995

Series 14

Date: 1/2/2023

Series 10

Date: 1/2/2023

Series 9

Date: 1/2/2023

Series 8

Date: 4/13/1998

Series 24

Date: 11/24/1997

FINRA

Current Firm

BLUEPRINT INVESTMENT PARTNERS LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLUEPRINT INVESTMENT PARTNERS LLC

TRUST BUT VERIFY

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