Gregory D. Christensen

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CRD#: 3053526

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.

Gregory Daniel Christensen, who also goes by Greg Christensen, was a registered financial professional .

Gregory is a previously registered financial professional and started their career in finance in 1998. Gregory had worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 52 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Greg Christensen

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.

AZ Cryo, LLC, Partner, 03/2020, non-investment related, 4217 E. Roma Ave. Phoenix, AZ 85018, Cryotherapy, 2 hours per month, none during market hours. Healthy Vending Orange County, Non-Investment related, 3033 Fernheath Lane, Costa Mesa, CA 92626, the nature of the other business Vending Machine, Partner, 7/15/2019, 4 hours per month, none during market hours.

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 7, 2019 - December 31, 2024

TEMPUS WEALTH PLANNING, LLC

RIA

CRD#: 285349

Phoenix, AZ

Past

February 2, 2007 - June 10, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PHOENIX, AZ

Past

January 30, 2007 - June 10, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PHOENIX, AZ

Past

November 20, 2003 - April 27, 2006

ADP BROKER-DEALER, INC.

CRD#: 37693

ROSELAND, NJ

Past

July 10, 2001 - November 12, 2003

JPMORGAN DISTRIBUTION SERVICES, INC.

CRD#: 104234

COLUMBUS, OH

Past

November 10, 1998 - June 4, 2001

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

Past

September 16, 1998 - October 21, 1998

INTERFIRST CAPITAL CORPORATION

CRD#: 7659

LOS ANGELES, CA

Past

June 5, 1998 - July 24, 1998

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

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".

TEMPUS WEALTH PLANNING, LLC

SSJ LLC | TEMPUS WEALTH PLANNING, LLC

CRD#: 285349 / SEC#: 801-108462

RIA

Registered Investment Advisory firm - (11/7/2016 Approved)

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: 2/1/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/5/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/14/1998

General Securities Representative Examination

General Industry/Product Exam

Series 52

Date: 6/4/1998

Municipal Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 11/13/2012

General Securities Sales Supervisor - Options Module Examination

Current Firm

TEMPUS WEALTH PLANNING, LLC

SSJ LLC | TEMPUS WEALTH PLANNING, LLC

CRD#: 285349 / SEC#: 801-108462

RIA

Registered Investment Advisory firm - (11/7/2016 Approved)

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Contact information

Main Address

100 Spectrum Center Drive Suite 1070, Irvine, CA 92618

Mailing Address

Phone number

(949) 393-2525

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/4/2025)

Regulatory assets under management

Total Number of Accounts	1,620
AUM (Assets Under Management)	$ 506,514,848

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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Advisor Monitoring

Firm Stability Insights

Gregory D. Christensen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

ADP BROKER-DEALER, INC.

JPMORGAN DISTRIBUTION SERVICES, INC.

AMERIPRISE ADVISOR SERVICES, INC.

INTERFIRST CAPITAL CORPORATION

AMERIPRISE ADVISOR SERVICES, INC.

Primary Firm SEC Registration

TEMPUS WEALTH PLANNING, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/1/2007

Series 63

Date: 10/5/1998

SIE

Date: 10/1/2018

Series 7

Date: 9/14/1998

Series 52

Date: 6/4/1998

Series 9

Date: 11/13/2012

Current Firm

TEMPUS WEALTH PLANNING, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TEMPUS WEALTH PLANNING, LLC

TRUST BUT VERIFY

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