Roland J. Castro

BLUEPRINT CAPITAL GROUP LLC

CASSELEBERRY, FL 32707

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CRD#: 7591588

Professional summary

Roland Jerry Castro is a registered financial advisor currently at BLUEPRINT CAPITAL GROUP LLC located in Casseleberry, Florida.

Roland is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Roland has worked at 4 firms and has passed the Series 66, Series 7TO and SIE 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) Blueprint Investment Group, LLC: Investment Related. At registered location. Insurance Agent; Fixed Insurance Sales; 08/2024. Hrs/month 30 all during trading hours. Sales of fixed/traditional insurance products. 2) Roland Castro, Sole Proprietor; Fixed Insurance. Investment Related. At registered location. Fixed/Traditional Insurance. Agent. 07/2024. Hrs/month 80 all during trading hours. Sales of fixed/traditional insurance products. 3) C Suite Consulting LLC. Not Investment Related. 10531 Warlow Creek St Orlando, FL 32832. Consulting services. CEO. 01/2024. Hrs/month 0 all during trading hours. This is a consulting-based business that charges a flat fee. We consult on organizational structure along with employee retention advice. We collaborate with the clients trusted CPA professionals on cost segregation studies and real estate. 4) RGC LLC. Investment Related. 10531 Warlow Creek St Orlando, FL 32832. Real Estate. Owner. 08/2022. Hrs/month 0 all during trading hours. Passive investing in real estate and private equity. Strictly investor no active duties or management.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Roland Jerry Castro'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®

None

Experience

Current

July 23, 2024 - Present

BLUEPRINT CAPITAL GROUP LLC

Office #1: 1211 State Road 436 Suite 149, Casseleberry, FL 32707

RIA

CRD#: 332297

CASSELEBERRY, FL

Past

August 1, 2024 - September 17, 2024

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Orlando, FL

Past

January 11, 2024 - July 24, 2024

GFG SOLUTIONS

RIA

CRD#: 328988

ORLANDO, FL

Past

April 14, 2023 - January 22, 2024

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

ORLANDO, FL

Past

January 13, 2023 - January 22, 2024

PARK AVENUE SECURITIES LLC

CRD#: 46173

LAKE MARY, FL

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.

Highlighted states indicate IAR registrations

IAR

Florida
(7/23/2024)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/8/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/13/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/24/2022

Securities Industry Essentials Examination

Current Firm

BLUEPRINT CAPITAL GROUP LLC

AFFG LLC | BLUEPRINT CAPITAL GROUP LLC | AMERICA FIRST FINANCIAL LLC | AMERICA FIRST FINANCIAL

CRD#: 332297 / SEC#:

Florida

Registered Investment Advisory firm - (7/23/2024 Approved)

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Contact information

Main Address

1211 State Road 436 Suite 149, Casseleberry, FL 32707

Mailing Address

Phone number

(407) 800-4696

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	74
AUM (Assets Under Management)	$ 6,800,000

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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Roland J. Castro

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Roland Jerry Castro's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLUEPRINT CAPITAL GROUP LLC

PURSHE KAPLAN STERLING INVESTMENTS

GFG SOLUTIONS

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/8/2023

Series 7TO

Date: 1/13/2023

SIE

Date: 10/24/2022

Current Firm

BLUEPRINT CAPITAL GROUP LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BLUEPRINT CAPITAL GROUP LLC

TRUST BUT VERIFY

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