HB
Hunter M. Boyd
BLUEPRINT FINANCIAL ADVISORS
Lexington, KY 40513
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CRD#: 7010485
HB
Professional summary
Hunter Mirek Boyd, who also goes by Hunter Boyd, is a registered financial advisor currently at BLUEPRINT FINANCIAL ADVISORS located in Lexington, Kentucky and MAPLEWOOD INVESTMENTS, INC. located in Lexington, Kentucky.
Hunter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Hunter has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Hunter Boyd
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. 5/1/2019 - KEYSTONE FINANCIAL GROUP - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2. 10/1/2019 - Keystone Financial Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 05/01/2019 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Keystone Financial Group, LLC, an independent investment advisor firm. I started this business activity in 09/01/2019. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 10/12/2021 - Keystone Financial Group, LLC - DBA: Solopreneur Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 10/01/2021 - 60 Hours Per Month/50 Hours During Securities Trading - Time Spent 60% - I provide investment advisory services through Keystone Financial Group, LLC, an independent investment advisor firm. I started this business activity in 10/2021. I expect to spend approximately 60 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 10/29/2021 - Solopreneur Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/20/2021 - 60 Hours Per Month/50 Hours During Securities Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Hunter Mirek Boyd'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
February 13, 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 6, 2019 - February 19, 2025
KEYSTONE FINANCIAL GROUP, LLC
RIA
CRD#: 170201
LEXINGTON, KY
Past
May 1, 2019 - February 24, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
LEXINGTON, KY
Past
November 1, 2018 - February 22, 2019
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
DENVER, CO
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(2/13/2025)
RR
Kentucky(2/14/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/1/2018
General Securities Representative ExaminationGeneral 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
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.
Company Information
BLUEPRINT FINANCIAL ADVISORS
CRD#: 315570Lexington, KY 40513TRUST BUT VERIFY
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