Margaret D. Pape
Professional summary
Margaret Dahlgren Pape, CFP®, who also goes by Margaret Dahlgren, Margaret D Greene, Margaret Dahlgren Greene, Margaret Greene, Margaret D Pape, Margaret Pape, is a registered financial advisor currently at BLVD PRIVATE WEALTH, LLC located in Prospect, Kentucky.
Margaret is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Margaret has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Margaret Dahlgren Pape's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2023
Experience
January 21, 2022 - Present
BLVD PRIVATE WEALTH, LLC
Office #1: 10515 Meeting Street Suite 101, Prospect, KY 40059December 21, 2018 - November 13, 2021
J.P. MORGAN SECURITIES LLC
November 19, 2018 - November 13, 2021
J.P. MORGAN SECURITIES LLC
November 24, 2014 - December 21, 2015
J.P. MORGAN SECURITIES LLC
Primary Firm SEC Registration
BLVD PRIVATE WEALTH, LLC
CRD#: 310682 / SEC#: 801-126683
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/4/2025)
(1/21/2022)
(3/15/2024)
Exams
Series 7TO
Date: 4/30/2024
General Securities Representative ExaminationCurrent Firm
BLVD PRIVATE WEALTH, LLC
CRD#: 310682 / SEC#: 801-126683
Contact information
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 365 |
| AUM (Assets Under Management) | $ 174,459,010 |
Red Flags
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Company Information
BLVD PRIVATE WEALTH, LLC
CRD#: 310682Prospect, KY 40059TRUST BUT VERIFY
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