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CB

Christopher S. Bishop

Some features on this profile are disabled
CRD#: 4179632
CB

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 Shane Bishop was a registered financial advisor .

Christopher is a previously registered financial advisor and started their career in finance in 2000. Christopher had worked at 4 firms and has passed the Series 63 and Series 6 exams.

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

March 15, 2004 - May 27, 2004

LLOYD, SCOTT & VALENTI, LTD.

BD
CRD#: 23640
AUSTIN, TX
Past

November 10, 2003 - December 2, 2003

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PHILADELPHIA, PA
Past

January 7, 2002 - February 3, 2003

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
AUSTIN, TX
Past

January 7, 2002 - October 29, 2003

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PHILADELPHIA, PA
Past

July 17, 2001 - January 25, 2002

WADDELL & REED

BD
CRD#: 866
OVERLAND PARK, KS
Past

May 16, 2000 - April 24, 2001

JANUS HENDERSON DISTRIBUTORS US LLC

BD
CRD#: 28832
DENVER, CO

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
Series 63
Date: 5/17/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 5/15/2000
Investment Company Products/Variable Contracts Representative Examination

Current Firm

LS
LLOYD, SCOTT & VALENTI, LTD.
ESTOX.US | THE LAUREN GROUP, INCORPORATED | THE LAUREN FINANCIAL GROUP, INCORPORATED | LLOYD, SCOTT & VALENTI, LTD. | LLOYD, SCOTT & VALENTI, INC. | LAUREN, WATSON & COMPANY, INCORPORATED | LAUREN CAPITAL CORPORATION

CRD#: 23640 / SEC#: , 8-40615

BD
Terminated by SEC on 07/28/2004
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Contact information

Main Address
Mailing Address
Phone number
Established
Texas since 02/01/1989
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
INFLOT HOLDINGS CORPORATIONSHAREHOLDER
LANEY, LUANNFINOP/SROP/CROP/MP1261793
MAYHEW, WILLIAM EVERETTPRESIDENT, CCO2997942

Disclosures

Regulatory Event4

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

LLOYD, SCOTT & VALENTI, LTD.

CRD#: 23640

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