Gwendolyn K. Christeson
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.
Gwendolyn Kendra Christeson, who also goes by Gwendolyn Kendra Thomason, was a registered financial professional .
Gwendolyn is a previously registered financial professional and started their career in finance in 2019. Gwendolyn had worked at 2 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 27, 2019 - December 12, 2022
BLUEPRINT INVESTMENTS AND TAX PLANNING
March 12, 2019 - October 5, 2019
BLUEPRINT WEALTH PARTNERS, LLC
State Registrations and Notice Filings
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Exams
Current Firm
BLUEPRINT INVESTMENTS AND TAX PLANNING
CRD#: 291591 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 208 |
| AUM (Assets Under Management) | $ 24,126,813 |
Red Flags
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