Curtis Christensen
Professional summary
Curtis Christensen, who also goes by Curtis Reed Christensen, is a registered financial advisor currently at VIRTUA CAPITAL MANAGEMENT, LLC located in Scottsdale, Arizona and BROOKLIGHT PLACE SECURITIES, INC. located in Fountain Hills, Arizona.
Curtis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Curtis has worked at 11 firms and has passed the Series 65, Series 66, SIE, Series 3, Series 7, Series 27, Series 53, Series 4, Series 10, Series 9 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Curtis Christensen's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 17, 2019 - Present
VIRTUA CAPITAL MANAGEMENT, LLC
Office #1: 14301 N 87th St, Ste 203, Scottsdale, AZ 85260December 5, 2024 - Present
BROOKLIGHT PLACE SECURITIES, INC.
Office #1: 16930 E. Palisades Blvd Suite 125, Fountain Hills, AZ 85268March 26, 2020 - January 14, 2022
EMERSON EQUITY LLC
January 3, 2018 - September 16, 2019
NORTHERN LIGHTS DISTRIBUTORS, LLC
February 28, 2017 - September 23, 2019
LONGBOARD ASSET MANAGEMENT
March 23, 2010 - December 31, 2016
M. S. HOWELLS & CO.
January 21, 2009 - July 13, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
January 15, 2009 - July 13, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
September 5, 2007 - November 5, 2008
COUNTRYWIDE INVESTMENT SERVICES, INC.
August 1, 2006 - March 25, 2009
COUNTRYWIDE INVESTMENT SERVICES, INC.
August 12, 2004 - June 12, 2006
ZIONS DIRECT, INC.
July 29, 2003 - June 12, 2006
ZIONS DIRECT, INC.
September 24, 2002 - July 25, 2003
AMERIPRISE FINANCIAL SERVICES, LLC
January 20, 1998 - July 25, 2003
IDS LIFE INSURANCE COMPANY
January 20, 1998 - July 25, 2003
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/17/2019)
(12/5/2024)
Exams
FINRA
Current Firm
VIRTUA CAPITAL MANAGEMENT, LLC
CRD#: 289606 / SEC#: 802-111641
Contact information
Regulatory assets under management
| Total Number of Accounts | 12 |
| AUM (Assets Under Management) | $ 52,732,427 |
Exempt reporting advisers
| SEC / JURISDICTION | REPORTING STATUS | EFFECTIVE DATE |
|---|---|---|
| SEC | ERA - Withdrawn | 3/4/2019 |
| Arizona | ERA - Withdrawn | 4/6/2018 |
| California | ERA - Withdrawn | 4/6/2018 |
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.
