CS
Christopher D. St. John
THE STRATEGIC FINANCIAL ALLIANCE
Myrtle Beach, SC 29577
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CRD#: 4357665
CS
Professional summary
Christopher David St. John, CFP® is a registered financial advisor currently at THE STRATEGIC FINANCIAL ALLIANCE, INC. located in Myrtle Beach, South Carolina and CAROLINA WEALTH ADVISORS located in Myrtle Beach, South Carolina.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Christopher has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1. CAROLINA WEALTH ADVISORS, LLC - INVESTMENT RELATED, 1110 LONDON STREET STE 204 MYRTLE BEACH SC 29577, REGISTERED INVESTMENT ADVISER AND DBA FOR FINANCIAL SERVICES OFFERED THROUGH SFA AND FIXED INSURANCE, PARTNER, DBA STARTED: 04/15/04 RIA STARTED: 06/2017, 160 HOURS/MONTH, DURING TRADING, ASSIST IN MANAGEMENT OF DAY TO DAY OPERATIONS - PROVIDE FINANCIAL SERVICES TO CLIENTS. 2.ST JOHN HOLDINGS LLC - NOT INVESTMENT RELATED, 1110 LONDON STREET STE 204 MYRTLE BEACH SC 29577, REAL ESTATE HOLDING LLC FOR RENTAL PROPERTY, OWNER/SOLE PROPRIETOR, 1/1/13, < 1 HOUR/MONTH, 0 DURING TRADING, DUTIES: COLLECT RENT 3. 2 COASTAL GRADS, NOT INVESTMENT RELATED, 1110 LONDON STREET SUITE 204 MYRTLE BEACH SC 29577, HOLDS REAL ESTATE WITH NO OTHER ACTIVITIES, PARTNER, 2014, 1 HR/MONTH, LESS THAN 1 HOUR DURING TRADING, DUTIES: PAY ANNUAL PROPERTY TAXES AND SERVICE LOANS ON REAL ESTATE HOLDINGS. 4. BOARD OF VISITORS WALL COLLEGE OF BUSINESS, NOT INVESTMENT RELATED, COASTAL CAROLINA UNIVERSITY, STRATEGIC PLANNING FOR BUSINESS SCHOOL, BOARD MEMBER, OCTOBER 2015, 2-5 HOURS/MONTH, 1 DURING TRADING, ASSISTANCE 5. COASTAL ATHLETIC FOUNDATION, NOT INVESTMENT RELATED, COASTAL CAROLINA UNIVERSITY, STRATEGIC PLANNING FOR SCHOOL ATHLETICS, BOARD MEMBER, 06/2016, 1-2 HOURS/MONTH, 1 DURING TRADING, BOARD MEMBER. 6. BALANCED BRA COMPANY - NOT INVESTMENT RELATED - 1110 LONDON STREET SUITE 204 MYRTLE BEACH SC 29577 - BRA COMPANY SEEKING TO FILL THE MARKET GAP OF WOMEN WITH ASYMMETRICAL BREASTS. - PARTNER - 11/2017 - 2 HOURS, LESS THAN ONE DURING TRADING - PARTNERED WITH WIFE, HELPING MANAGE THE COMPANY AND PROVIDE FINANCIAL GUIDANCE ON STRUCTURE OF COMPANY. 7. RPWCM, INC. - NOT INVESTMENT RELATED - 1110 LONDON STREET SUITE 204 MYRTLE BEACH SC 29577 - THE BUSINESS IS A PASS-THROUGH ENTITY. COMMISSIONS EARNED INDIVIDUALLY FROM ADVISORY SERVICES OR BROKERAGE SALES ARE NOMINEED TO CAROLINA WEALTH ADVISORS - OWNER - 10/2018 - 20 HOURS/MONTH, 1 DURING TRADING - MEMBER ASSISTING IN MANAGEMENT OF DAY TO DAY OPERATIONS. 8. STRATEGIC FINANCIAL ALLIANCE INSURANCE SERVICES, INC., INVESTMENT RELATED, 2200 CENTURY PARKWAY, SUITE 500, ATLANTA, GA 30345, INSURANCE, INSURANCE AGENT, SINCE 03/2004, DEVOTE 5-10 HOURS PER MONTH, 5-10 HOURS DURING DURING SECURITIES TRADING HOURS, INSURANCE RECOMMENDATIONS 9. GVL Milkshake, LLC, Partner, Non-Investment Related, 942 S Main St., Greenville, SC 29601, United States, Silent partner that monitors the companies finances. 10. Name: Draper Operations, LLC Position: Partner Nature: Restaurant Investment Related: No Hours: 2 Securities Trading Hours: 1 Start Date: 09/13/2023 Address: 101 Walnut St, Greenville SC 29607, United States Description: Silent partner who monitors the finances of the company 11. Name: RSRM, LLC Position: Partner Nature: Restaurant Investment Related: No Hours: 2 Securities Trading Hours: 1 Start Date: 04/30/2024 Address: 101 Walnut Street, Greenville SC 29607, United States Description: Silent partner who monitors the finances of the company. 12. Name: CSRL, LLC Position: Partner Nature: The business holds real estate with no other activities. Investment Related: No Hours: 1 Securities Trading Hours: 1 Start Date: 06/24/2024 Address: 1110 London St, Ste 204, Myrtle Beach SC 29577, United States Description: Pay annual property taxes, and service loan on real estate.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher David St. John's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Christopher David St. John's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2007
Experience
Current
March 25, 2004 - Present
THE STRATEGIC FINANCIAL ALLIANCE, INC.
Office #1: 1110 London Street Suite 204, Myrtle Beach, SC 29577RIA
BD
CRD#: 126514
Myrtle Beach, SC
Current
September 22, 2017 - Present
CAROLINA WEALTH ADVISORS
Office #1: 1110 London Street Suite 204, Myrtle Beach, SC 29577RIA
CRD#: 288837
Myrtle Beach, SC
Current
March 24, 2004 - Present
THE STRATEGIC FINANCIAL ALLIANCE, INC.
Office #1: 1110 London Street Suite 204, Myrtle Beach, SC 29577RIA
BD
CRD#: 126514
Myrtle Beach, SC
Past
June 29, 2001 - April 1, 2004
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Past
March 30, 2001 - June 29, 2001
IFG NETWORK SECURITIES, INC.
BD
CRD#: 19948
ATLANTA, GA
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".
TS
THE STRATEGIC FINANCIAL ALLIANCE, INC.
ADAMS FINANCIAL SERVICES | WELLSPRING ADVISORY SERVICES, LLC | TOM BECK COMPANY | THE STRATEGIC FINANCIAL ALLIARCE | THE STRATEGIC FINANCIAL ALLIANCE, INC. | THE STRATEGIC FINANCIAL ALLIANCE | THE RAPPAHANNOCK WEALTH ADVISORS, INC. | THE BAKER FINANCIAL GROUP, LLC | STARR CAPITAL | SNYDER FINANCIAL GROUP | SHERPA FINANCIAL ADVISORS | RELIANCE ADVISORY SERVICES, INC. | RAUSCH FINANCIAL SERVICES | PRIVATE CLIENT ADVISORY | PREHMUS FINANCIAL PARTNERS | OAK WEALTH MANAGEMENT | O'NEIL FINANCIAL ADVISORS | NORTH GEORGIA WEALTH ADVISORS | NAKAMURA STRATEGIC FINANCIAL PLANNING | MONEY CONCEPTS, INC. | MAIN ADVISORY | LFA PRIVATE WEALTH MANAGEMENT | LEGACY FINANCIAL ASSOCIATES | KOEHN FINANCIAL GROUP | KNIGHT ASSET MANAGEMENT | KJM WEALTH MANAGEMENT | KEOWEE FINANCIAL GROUP, INC. | KEIHATSU WEALTH MANAGEMENT | KEEN ADVISOR GROUP | KEEN & POCOCK | KAP FINANCIAL SOLUTIONS | GROWTHPOINT ADVISORS, LLC | GOLDEN SWORD ALLIANCE | GEORGIA WEALTH PARTNERS | GENCREST CAPITAL PARTNERS | FRANK REYNOLDS AND COMPANY | FINANCIAL PLANNING ADVISORY SERVICE, INC. | ENCORE FINANCIAL CONSULTING | DUNN FINANCIAL SERVICES | DERAND CAPITAL MANAGEMENT GROUP / THE RETIREMENT COACH | DAVIS WEALTH PLANNING | CORRIGAN FINANCIAL | CORNERSTONE WEALTH SERVICES | CORNERSTONE WEALTH MANAGEMENT | COMPASS WEALTH MANAGEMENT | CAROLINA WEALTH ADVISORS | CARNEGIE WEALTH MANAGEMENT | CARLYLE WEALTH MANAGEMENT | CAPITAL INSIGHT GROUP | BOWERS PRIVATE WEALTH MANAGEMENT | BENNCO ADVISORS
CRD#: 126514 / SEC#: 801-62226, 8-65885
RIA
Registered Investment Advisory firm - SEC (7/18/2003 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(3/24/2004)
RR
Georgia(1/2/2013)
RR
Kansas(1/2/2024)
RR
Kentucky(8/28/2014)
RR
Maryland(4/16/2012)
RR
Massachusetts(1/3/2023)
RR
Michigan(1/4/2021)
RR
New Jersey(1/2/2024)
RR
New York(3/24/2004)
RR
North Carolina(3/24/2004)
RR
Pennsylvania(1/4/2008)
RR
South Carolina(3/24/2004)
IAR
South Carolina(3/25/2004)
IAR
Texas(10/24/2022)
RR
Virginia(4/13/2004)
RR
West Virginia(3/24/2004)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TS
THE STRATEGIC FINANCIAL ALLIANCE, INC.
ADAMS FINANCIAL SERVICES | WELLSPRING ADVISORY SERVICES, LLC | TOM BECK COMPANY | THE STRATEGIC FINANCIAL ALLIARCE | THE STRATEGIC FINANCIAL ALLIANCE, INC. | THE STRATEGIC FINANCIAL ALLIANCE | THE RAPPAHANNOCK WEALTH ADVISORS, INC. | THE BAKER FINANCIAL GROUP, LLC | STARR CAPITAL | SNYDER FINANCIAL GROUP | SHERPA FINANCIAL ADVISORS | RELIANCE ADVISORY SERVICES, INC. | RAUSCH FINANCIAL SERVICES | PRIVATE CLIENT ADVISORY | PREHMUS FINANCIAL PARTNERS | OAK WEALTH MANAGEMENT | O'NEIL FINANCIAL ADVISORS | NORTH GEORGIA WEALTH ADVISORS | NAKAMURA STRATEGIC FINANCIAL PLANNING | MONEY CONCEPTS, INC. | MAIN ADVISORY | LFA PRIVATE WEALTH MANAGEMENT | LEGACY FINANCIAL ASSOCIATES | KOEHN FINANCIAL GROUP | KNIGHT ASSET MANAGEMENT | KJM WEALTH MANAGEMENT | KEOWEE FINANCIAL GROUP, INC. | KEIHATSU WEALTH MANAGEMENT | KEEN ADVISOR GROUP | KEEN & POCOCK | KAP FINANCIAL SOLUTIONS | GROWTHPOINT ADVISORS, LLC | GOLDEN SWORD ALLIANCE | GEORGIA WEALTH PARTNERS | GENCREST CAPITAL PARTNERS | FRANK REYNOLDS AND COMPANY | FINANCIAL PLANNING ADVISORY SERVICE, INC. | ENCORE FINANCIAL CONSULTING | DUNN FINANCIAL SERVICES | DERAND CAPITAL MANAGEMENT GROUP / THE RETIREMENT COACH | DAVIS WEALTH PLANNING | CORRIGAN FINANCIAL | CORNERSTONE WEALTH SERVICES | CORNERSTONE WEALTH MANAGEMENT | COMPASS WEALTH MANAGEMENT | CAROLINA WEALTH ADVISORS | CARNEGIE WEALTH MANAGEMENT | CARLYLE WEALTH MANAGEMENT | CAPITAL INSIGHT GROUP | BOWERS PRIVATE WEALTH MANAGEMENT | BENNCO ADVISORS
CRD#: 126514 / SEC#: 801-62226, 8-65885
RIA
Registered Investment Advisory firm - SEC (7/18/2003 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information
Main Address
2200 Century Parkway Suite 500, Atlanta, GA 30345
Mailing Address
2200 Century Parkway Suite 500, Atlanta, GA 30345
Phone number
(678) 954-4000
Established
Georgia since 02/13/2003
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
63
SEC notice filing (50 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| SFA HOLDINGS, INC. | SHAREHOLDER | |
| COPELAND, JOSEPH KILLINGSWORTH | VICE PRESIDENT, INFORMATION SYSTEMS & TECHNOLOGY | 6847982 |
| GOLDSMITH, ARTHUR BERTRAM | SVP | 706059 |
| HARRELL, VERONICA RAY | ASSISTANT VICE-PRESIDENT | 5898449 |
| JONES, DEADERICK K | VICE PRESIDENT, CCO | 3029947 |
| SCHROLL, DAVID | VICE-PRESIDENT SUPERVISION | 5055067 |
| SLOVIN, CLIVE | DIRECTOR | 1101301 |
| SULLIVAN, JULIE ANN | PRESIDENT, DIRECTOR | 1112088 |
| TATUM, ANNA ELISE | CFO | 7273094 |
Regulatory assets under management
| Total Number of Accounts | 1,394 |
| AUM (Assets Under Management) | $ 470,940,835 |
Disclosures
| Regulatory Event | 1 |
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.
