CW
Christopher A. Watts
BLUEPRINT FINANCIAL ADVISORS
Lexington, KY 40513
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CRD#: 4935714
CW
Professional summary
Christopher Allan Watts, AIF® is a registered financial advisor currently at BLUEPRINT FINANCIAL ADVISORS located in Lexington, Kentucky and MAPLEWOOD INVESTMENTS, INC. located in Lexington, Kentucky.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Christopher has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 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. 04/25/2014 - KEYSTONE FINANCIAL GROUP - REGISTERED INVESTMENT ADVISOR - KEYSTONE FINANCIAL GROUP - TIME SPENT 60% - LEXINGTON, KY
2. 09/17/2014 - KEYSTONE FINANCIAL GROUP - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - DBA NAME - TIME SPENT 160 HOURS PER MONTH - LEXINGTON, KY
3. 09/15/2014 - KEYSTONE FINANCIAL GROUP, LLC - REGISTERED INVESTMENT ADVISOR HYBRID - TIME SPENT 160 HOURS PER MONTH - LEXINGTON, KY.
4. 07/01/2019 - Watts Family Properties LLC - Investment Related - PO Box 4031, Lexington KY 40544 & Lexington, KY 40508 - Real Estate Rental - Start Date: 04/30/2019 - 20 Hours Per Month/0 Hours During Securities Trading - Own an LLC that owns rental properties.
5. 3/15/2021 - Bluegrass Investment Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2021 - 0 Hours Per Month.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Allan Watts'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®
Experience
Current
February 20, 2025 - Present
BLUEPRINT FINANCIAL ADVISORS
Office #1: 1029 Monarch St, Unit 130, Lexington, KY 40513RIA
CRD#: 315570
Lexington, KY
Current
February 14, 2025 - Present
MAPLEWOOD INVESTMENTS, INC.
Office #1: 1029 Monarch St, Unit 130, Lexington, KY 40513BD
CRD#: 103723
Lexington, KY
Past
May 16, 2014 - February 20, 2025
KEYSTONE FINANCIAL GROUP, LLC
RIA
CRD#: 170201
LEXINGTON, KY
Past
November 1, 2010 - February 25, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
LEXINGTON, KY
Past
October 21, 2010 - February 3, 2016
LPL FINANCIAL LLC
RIA
CRD#: 6413
LEXINGTON, KY
Past
October 7, 2005 - March 23, 2009
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
LEXINGTON, KY
Past
May 19, 2005 - March 23, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
LEXINGTON, KY
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".
BF
BLUEPRINT FINANCIAL ADVISORS
ACE WEALTH MANAGEMENT PARTNERS | WARREN WEALTH MANAGEMENT | RIBBON FALLS WEALTH MANAGEMENT | REFINED RETIREMENT | NAVIGEN WEALTH MANAGEMENT | MILLER WEALTH PARTNERS | MIDTOWN FINANCIAL ADVISORS | KOMARA CAPITAL PARTNERS | HEMLOCK CREEK WEALTH MANAGEMENT | GREENBEAT FINANCIAL, LLC | GREENBEAT FINANCIAL | FULCRUM WEALTH ADVISORS | BLUEPRINT FINANCIAL ADVISORS LLC | BLUEPRINT FINANCIAL ADVISORS | BLUEGRASS INVESTMENT COMPANY | BLUEGRASS CAPITAL ADVISORS
CRD#: 315570 / SEC#: 801-121848
RIA
Registered Investment Advisory firm - (7/23/2021 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
IAR
Kentucky(2/20/2025)
RR
Kentucky(2/25/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BF
BLUEPRINT FINANCIAL ADVISORS
ACE WEALTH MANAGEMENT PARTNERS | WARREN WEALTH MANAGEMENT | RIBBON FALLS WEALTH MANAGEMENT | REFINED RETIREMENT | NAVIGEN WEALTH MANAGEMENT | MILLER WEALTH PARTNERS | MIDTOWN FINANCIAL ADVISORS | KOMARA CAPITAL PARTNERS | HEMLOCK CREEK WEALTH MANAGEMENT | GREENBEAT FINANCIAL, LLC | GREENBEAT FINANCIAL | FULCRUM WEALTH ADVISORS | BLUEPRINT FINANCIAL ADVISORS LLC | BLUEPRINT FINANCIAL ADVISORS | BLUEGRASS INVESTMENT COMPANY | BLUEGRASS CAPITAL ADVISORS
CRD#: 315570 / SEC#: 801-121848
RIA
Registered Investment Advisory firm - (7/23/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1100 Kenilworth Ave Suite 210, Charlotte, NC 28204
Mailing Address
Phone number
(844) 200-2568
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (16 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,298 |
| AUM (Assets Under Management) | $ 201,503,941 |
Red Flags
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Company Information
BLUEPRINT FINANCIAL ADVISORS
CRD#: 315570Lexington, KY 40513TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
