Christy L. Perrin

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CRD#: 2708723

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.

Christy Leann Perrin, who also goes by Christy Leann Bruns, Christy Leann Woodard, was a registered financial professional .

Christy is a previously registered financial professional and started their career in finance in 2005. Christy had worked at 7 firms and has passed the Series 66, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Christy Leann Bruns | Christy Leann Woodard

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)

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®

CRD#: 19616

EDMOND, OK

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OVERRIDGE WEALTH ADVISORS

CRD#: 115009 / SEC#: 801-62355

RIA

Registered Investment Advisory firm - (9/16/2003 Approved)

Texas

Registered Investment Advisory firm - (12/31/2002 Failure to Renew)

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/20/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/15/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 2/24/2006

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 8/4/2005

General Securities Representative Examination

Current Firm

OVERRIDGE WEALTH ADVISORS

CRD#: 115009 / SEC#: 801-62355

RIA

Registered Investment Advisory firm - (9/16/2003 Approved)

Texas

Registered Investment Advisory firm - (12/31/2002 Failure to Renew)

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Contact information

Main Address

6300 Ridglea Place Suite 1020, Fort Worth, TX 76116

Mailing Address

Phone number

(817) 738-1451

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts	396
AUM (Assets Under Management)	$ 238,178,154

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.

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Firm Stability Insights

Christy L. Perrin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

TRIAD ADVISORS LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

EXENCIAL WEALTH ADVISORS

CAMBRIDGE INVESTMENT RESEARCH, INC.

GEARY SECURITIES, INC.

GEARY SECURITIES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

OVERRIDGE WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 9/20/2005

SIE

Date: 12/15/2014

Series 3

Date: 2/24/2006

Series 7

Date: 8/4/2005

Current Firm

OVERRIDGE WEALTH ADVISORS

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OVERRIDGE WEALTH ADVISORS

TRUST BUT VERIFY

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