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RIA / WealthAdvisordual registered (broker-dealer)16 years in industry

CHRISTINA ANN JORDAN

Advisor at ALLWORTH FINANCIAL, L.P.

FOLSOM, CA | INDIANAPOLIS, IN

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Search this name across graphsid dfx:ria:827cb35f-d3fb-8e65-ea96-5eeb840eca93

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jun 21, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ALLWORTH FINANCIAL, L.P.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 19, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jun 19, 2010
First registration: Jun 21, 2010
Dual registered: yes, broker-dealer
Other names: CHRISTINA A PUTMAN|CHRISTY PUTMAN|CHRISTINA ANN PUTNAM|CHRISTINA ANN LYNCH|CHRISTINA ANN LYNCH|CHRISTINA ANN JORDAN|Christina Jordan
IAPD individual key: 2644840

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ALLWORTH FINANCIAL, L.P.	Bd affiliated wealth	May 30, 2025	n/a	yes	FOLSOM, CA\|INDIANAPOLIS, IN	Current employment
INNOVATIVE PORTFOLIOS LLC	Former SEC adviser	Jan 17, 2019	May 16, 2025	no	INDIANAPOLIS, IN	Previous registration
SHEAFF BROCK INVESTMENT ADVISORS, LLC	Former SEC adviser	Aug 27, 2010	Jun 20, 2025	no	INDIANAPOLIS, IN	Previous registration
WOODLEY FARRA	Independent wealth	Jun 21, 2010	Aug 4, 2010	no	INDIANAPOLIS, IN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SHEAFF BROCK INVESTMENT ADVISORS, LLC	INNOVATIVE PORTFOLIOS LLC	Jun 20, 2025	Jan 17, 2019	-2,346	Firm change after gap	Other
INNOVATIVE PORTFOLIOS LLC	ALLWORTH FINANCIAL, L.P.	May 16, 2025	May 30, 2025	14	Firm change	Other
WOODLEY FARRA	SHEAFF BROCK INVESTMENT ADVISORS, LLC	Aug 4, 2010	Aug 27, 2010	23	Firm change	Other

Relationships

Registered with (4)

→ ALLWORTH FINANCIAL, L.P.Registered adviserregistration: current employment
May 30, 2025 to presentfactForm ADV
→ SHEAFF BROCK INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 27, 2010 to Jun 20, 2025factForm ADV
→ INNOVATIVE PORTFOLIOS LLCRegistered adviserregistration: previous registration
Jan 17, 2019 to May 16, 2025factForm ADV
→ WOODLEY FARRARegistered adviserregistration: previous registration
Jun 21, 2010 to Aug 4, 2010factForm ADV

Dated events

Occurred
Jun 20, 2025
Advisor changed firm
Christina Ann Jordan left Sheaff Brock Investment Advisors, Llc for Innovative Portfolios Llc (registered 2019-01-17)
Form ADVobserved 4 days ago
Occurred
May 16, 2025
Advisor changed firm
Christina Ann Jordan left Innovative Portfolios Llc for Allworth Financial, L.P. (registered 2025-05-30)
Form ADVobserved 4 days ago