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CG

Christopher C. Godfrey

HEADWATERS CAPITAL
Atlanta, GA 30339
Some features on this profile are disabled
CRD#: 5198759
CG

Professional summary


Christopher Callaway Ryan Godfrey, CFA is a registered financial advisor currently at HEADWATERS CAPITAL located in Atlanta, Georgia.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Christopher has worked at 2 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Christopher Callaway Ryan Godfrey'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®
CFA

Experience


Current

December 4, 2020 - Present

HEADWATERS CAPITAL

Office #1: 3225 Cumberland Blvd Suite 100, Atlanta, GA 30339
RIA
CRD#: 311453
Atlanta, GA
Past

August 16, 2006 - October 24, 2006

PRITCHARD CAPITAL PARTNERS, LLC

BD
CRD#: 100480
COVINGTON, LA

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.

Highlighted states indicate IAR registrations

IAR
Georgia
(1/8/2021)
IAR
Texas
(12/4/2020)

Exams


State Security Law Exam
RR
Series 63
Date: 8/25/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


HC
HEADWATERS CAPITAL
HEADWATERS CAPITAL | HEADWATERS CAPITAL MANAGEMENT, LLC

CRD#: 311453 / SEC#:

Georgia
Registered Investment Advisory firm - (1/8/2021 Approved)
Texas
Registered Investment Advisory firm - (12/4/2020 Approved)
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Contact information


Main Address
3225 Cumberland Blvd Suite 100, Atlanta, GA 30339
Mailing Address
Phone number
(404) 285-0829
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts38
AUM (Assets Under Management)$ 11,600,000

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


HEADWATERS CAPITAL

CRD#: 311453Atlanta, GA 30339

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