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CA

Christopher D. Adkinson

WOBD
Westerville, OH 43081
Some features on this profile are disabled
CRD#: 2640950
CA

Professional summary

Christopher David Adkinson is a registered financial professional currently at WOBD, LLC located in Westerville, Ohio.

Christopher is registered as a RR (Registered Representative) and started their career in finance in 1995. Christopher has worked at 2 firms and has passed the Series 63, SIE, Series 22, Series 7, Series 52 and Series 39 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Christopher David Adkinson'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

February 6, 2018 - Present

WOBD, LLC

Office #1: 4960 East Dublin-granville Road Suite 500, Westerville, OH 43081
BD
CRD#: 285537
Westerville, OH
Past

August 25, 1995 - August 21, 1996

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Ohio
(2/6/2018)

Exams

State Security Law Exam
RR
Series 63
Date: 10/6/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 22
Date: 2/6/2018
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 1/10/1996
General Securities Representative Examination
General Industry/Product Exam
RR
Series 52
Date: 8/24/1995
Municipal Securities Representative Examination
Principal/Supervisory Exam
RR
Series 39
Date: 8/22/2018
Direct Participation Programs Principal Examination
SRO Registrations
RR
FINRA

Current Firm

WL
WOBD, LLC
WOBD, LLC

CRD#: 285537 / SEC#: , 8-69852

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
4960 East Dublin-granville Road Suite 500, Westerville, OH 43081
Mailing Address
4960 East Dublin-granville Road Suite 500, Westerville, OH 43081
Phone number
(614) 741-7600
Established
Ohio since 07/21/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (24 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
WHITE OAK PARTNERS, LLCOWNER
ADKINSON, CHRISTOPHER DAVIDCCO2640950
MENZER, MICHAEL JAMESCEO1597360
WILDER, ERIC ALANFINOP5662370

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

WOBD, LLC

CRD#: 285537Westerville, OH 43081

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