DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Chris Michael Christensen
United Planners' Financial Services Of America A Limited Partnerindependent RIABandera, Tx dual registrantIAPD 2735271
Feed of 09/14/2026
At current firm
9 y
since Aug 22, 2017
In the industry
28 y
since Mar 30, 1998 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- United Planners' Financial Services Of America A Limited Partner independent RIA currentsince Aug 22, 2017 · Houston, Tx
- Oakwell Private Wealth Management independent RIAAug 11, 2015 to Sep 22, 2017 · Angleton, Tx
- Strategic Financial Concepts, LLC independent RIAJan 5, 2011 to Aug 11, 2015 · Angleton, Tx
- Sagepoint Financial, Inc. formerOct 31, 2008 to Aug 4, 2010 · Angleton, Tx
- American General Securities Incorporated unclassifiedSep 9, 2003 to Oct 31, 2008 · Angleton, Tx
- Avantax Advisory Services formerMar 30, 1998 to Sep 11, 2003 · Angleton, Tx
Moves
a registration end followed by a registration begin elsewhere
- Oakwell Private Wealth Management to United Planners' Financial Services Of America A Limited Partnerleft Sep 22, 2017, registered Aug 22, 2017 (-31 days) · Other
- Strategic Financial Concepts, LLC to Oakwell Private Wealth Managementleft Aug 11, 2015, registered Aug 11, 2015 (0 days) · Other
- Sagepoint Financial, Inc. to Strategic Financial Concepts, LLCleft Aug 4, 2010, registered Jan 5, 2011 (154 days) · Other
- American General Securities Incorporated to Sagepoint Financial, Inc.left Oct 31, 2008, registered Oct 31, 2008 (0 days) · corporate re-registration, not a move
- Avantax Advisory Services to American General Securities Incorporatedleft Sep 11, 2003, registered Sep 9, 2003 (-2 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address