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Christopher P. Haddon

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CRD#: 3059085
CH

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.

Christopher Paul Haddon was a registered financial professional .

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


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

November 12, 2024 - December 6, 2024

ROUTE 20 PRIVATE WEALTH INC.

RIA
CRD#: 332581
Portland, OR
Past

March 3, 2020 - October 28, 2025

NORTHWEST CAPITAL MANAGEMENT INC.

RIA
CRD#: 108091
LAKE OSWEGO, OR
Past

April 24, 2014 - March 17, 2020

RBC CAPITAL MARKETS, LLC

RIA
CRD#: 31194
PORTLAND, OR
Past

March 31, 2014 - March 17, 2020

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
PORTLAND, OR
Past

July 21, 2011 - September 6, 2013

TRANSAMERICA INVESTORS SECURITIES, LLC

BD
CRD#: 32205
BEAVERTON, OR
Past

June 7, 2008 - June 9, 2011

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
PORTLAND, OR
Past

September 10, 1998 - March 28, 2008

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
BOSTON, MA

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".
R2
ROUTE 20 PRIVATE WEALTH INC.
ROUTE 20 PRIVATE WEALTH INC.

CRD#: 332581 / SEC#: 801-130981

RIA
Registered Investment Advisory firm - (8/29/2024 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.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/24/2014
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


R2
ROUTE 20 PRIVATE WEALTH INC.
ROUTE 20 PRIVATE WEALTH INC.

CRD#: 332581 / SEC#: 801-130981

RIA
Registered Investment Advisory firm - (8/29/2024 Approved)
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Contact information


Main Address
401 East Las Olas Blvd., Suite 1400, Fort Lauderdale, FL 33301
Mailing Address
Phone number
(954) 712-7490
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (2 States and Territories)


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

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ROUTE 20 PRIVATE WEALTH INC. BROCHURE (3/25/2025)

Regulatory assets under management


Total Number of Accounts157
AUM (Assets Under Management)$ 54,605,989

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


ROUTE 20 PRIVATE WEALTH INC.

CRD#: 332581

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