Business ProfileforBlueprint Wealth Partners, LLC
Current Alerts For This Business
The following describes a government action that has been resolved by either a settlement or a decision by a court or administrative agency. If the matter is being appealed, it will be noted below:
Effective September 18, 2019 the California Department of Business Oversight entered into a Consent Order with Blueprint Wealth Partners, LLC and its sole principal Cory Ryan Burnell. According to the the Order, the respondents did not adequately inform their clients of the risk of their investments and the types of investments they made on their behalf were not suitable for them in light of their stated investment objectives and risk tolerance. The Consent Order requires that the respondents desist and refrain from further violations of the law; it also orders the revocation of Blueprint's investment adviser certificate and suspend's Burnell from any investment adviser activity for one year.
Additional business information
At-a-glance
Related Categories
Business Details
- Location of This Business
- 15 Saint Andrews Rd Ste 10, Valley Spgs, CA 95252
- BBB File Opened:
- 1/27/2020
- Business Started:
- 7/1/2011
- Business Incorporated:
- 7/1/2011
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management
- Mr. Cory R Burnell, President
- Contact Information
Principal
- Mr. Cory R Burnell, President
Customer Contact
- Mr. Cory R Burnell, President
Customer Complaints
0 Customer Complaints
Need to file a complaint? BBB is here to help. We'll guide you through the process. How BBB Processes Complaints and Reviews
File a ComplaintBBB Business Profiles may not be reproduced for sales or promotional purposes.
BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.
When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.
BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.
As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.