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CA

Christopher P. Anthony

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CRD#: 1157930
CA

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.

Christopher Paul Anthony, who also goes by Chris Anthony, was a registered financial professional .

Christopher is a previously registered financial professional and started their career in finance in 1983. Christopher had worked at 7 firms and has passed the Series 63, SIE, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Chris Anthony

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.
A Squared Partners, LLC. Investment related business. 3332 West 7th Street Suite 206, Fort Worth, Texas 76107. Private Fund Manager/ General Partner of A Squared Partners LP. Managing Partner. 40hrs/month. Duties are to provide investment management to fund.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

June 4, 2019 - December 31, 2024

ANTHONY WEALTH MANAGEMENT, INC.

RIA
CRD#: 272031
FORT WORTH, TX
Past

March 22, 2016 - October 4, 2018

HAYDEN ROYAL

RIA
CRD#: 170037
Fort Worth, TX
Past

September 2, 2015 - December 5, 2017

ANTHONY WEALTH MANAGEMENT, INC.

RIA
CRD#: 272031
FORT WORTH, TX
Past

March 31, 2009 - August 19, 2009

RHODES INVESTMENT ADVISORS, INC.

RIA
CRD#: 114245
FORT WORTH, TX
Past

October 25, 2002 - May 20, 2017

SEVENTH STREET PARTNERS GP LLC

RIA
CRD#: 121659
Arlington, TX
Past

June 1, 1995 - April 28, 2015

RHODES SECURITIES, INC.

BD
CRD#: 19610
FORT WORTH, TX
Past

December 16, 1994 - June 19, 1995

FIRST RESEARCH FINANCIAL

BD
CRD#: 27915
DALLAS, TX
Past

August 24, 1983 - January 19, 1995

PRINCIPAL FINANCIAL SECURITIES,INC.

BD
CRD#: 260
DALLAS, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/7/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AW
ANTHONY WEALTH MANAGEMENT, INC.
ANTHONY CAPITAL MANAGEMENT, INC. | ANTHONY WEALTH MANAGEMENT, INC.

CRD#: 272031 / SEC#:

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Contact information


Main Address
3332 W 7th Street Suite 206, Fort Worth, TX 76107
Mailing Address
Phone number
(817) 456-6818
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts28
AUM (Assets Under Management)$ 3,500,000

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.

Company Information


ANTHONY WEALTH MANAGEMENT, INC.

CRD#: 272031

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