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CS

Christine B. Singh

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CRD#: 3029208
CS

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.

Christine Basra Singh, who also goes by Christine Basra, Christine Singh, was a registered financial professional .

Christine is a previously registered financial professional and started their career in finance in 1998. Christine had worked at 6 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Christine Basra | Christine Singh

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®
None

Experience


Past

June 23, 2021 - August 25, 2021

CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 138524
PLANO, TX
Past

June 18, 2021 - August 25, 2021

CHAPWOOD SECURITIES, INC.

BD
CRD#: 154376
Plano, TX
Past

June 7, 2013 - July 1, 2019

STEPHENS

RIA
CRD#: 3496
DALLAS, TX
Past

June 7, 2013 - July 1, 2019

STEPHENS

BD
CRD#: 3496
DALLAS, TX
Past

February 8, 2011 - June 28, 2013

MORGAN STANLEY

RIA
CRD#: 149777
SOUTHLAKE, TX
Past

February 8, 2011 - June 28, 2013

MORGAN STANLEY

BD
CRD#: 149777
SOUTHLAKE, TX
Past

June 1, 2009 - March 1, 2010

MORGAN STANLEY

RIA
CRD#: 149777
SOUTHLAKE, TX
Past

June 1, 2009 - March 1, 2010

MORGAN STANLEY

BD
CRD#: 149777
SOUTHLAKE, TX
Past

February 23, 2009 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
SOUTHLAKE, TX
Past

February 5, 2009 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
SOUTHLAKE, TX
Past

July 1, 2003 - September 23, 2004

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
DALLAS, TX
Past

March 3, 2003 - September 23, 2004

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

April 17, 1998 - November 25, 2002

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA

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
IAR
Series 66
Date: 2/21/2009
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CC
CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC
CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC | VIEO ASSET MANAGEMENT LLC | CHAPWOOD INVESTMENTS, LLC

CRD#: 138524 / SEC#: 801-65121

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Contact information


Main Address
4965 Preston Park Blvd Ste 100, Plano, TX 75093
Mailing Address
Phone number
(972) 865-2225
Established
Firm type
Fiscal year end
# of Employees
5

Documents


Latest Form ADV

Part 2 Brochures

ADV PART 2A (9/10/2024)

Regulatory assets under management


Total Number of Accounts370
AUM (Assets Under Management)$ 277,824,194

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


CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC

CRD#: 138524

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