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CM

Christopher P. Moreno

LOCORR DISTRIBUTORS
Excelsior, MN 55331
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CRD#: 5632559
CM

Professional summary


Christopher Paul Moreno, who also goes by Christopher Paul Moreno, is a registered financial professional currently at LOCORR DISTRIBUTORS, LLC located in Excelsior, Minnesota.

Christopher is registered as a RR (Registered Representative) and started their career in finance in 2009. Christopher has worked at 5 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Christopher Paul Moreno

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) - BD


Click below to view Christopher Paul Moreno'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®
None

Experience


Current

January 9, 2024 - Present

LOCORR DISTRIBUTORS, LLC

Office #1: 687 Excelsior Blvd, Excelsior, MN 55331
BD
CRD#: 41782
Excelsior, MN
Past

September 15, 2022 - January 10, 2024

ALLIANCEBERNSTEIN L.P.

RIA
CRD#: 108477
West Palm, FL
Past

August 15, 2022 - January 10, 2024

SANFORD C. BERNSTEIN & CO., LLC

BD
CRD#: 104474
WEST PALM BEACH, FL
Past

February 17, 2010 - July 29, 2022

TRANSAMERICA CAPITAL, LLC

BD
CRD#: 8217
DENVER, CO
Past

April 6, 2009 - February 18, 2010

RBC CAPITAL MARKETS, LLC

RIA
CRD#: 31194
DENVER, CO
Past

March 12, 2009 - February 18, 2010

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
DENVER, CO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
(1/9/2024)
RR
Minnesota
(1/9/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/2/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 4/3/2009
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


LD
LOCORR DISTRIBUTORS, LLC
LOCORR DISTRIBUTORS, LLC | STRATEGIC TRADING, INC. | OCTAVUS LLC

CRD#: 41782 / SEC#: , 8-49568

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
687 Excelsior Blvd, Excelsior, MN 55331
Mailing Address
687 Excelsior Blvd, Excelsior, MN 55331
Phone number
(952) 767-6900
Established
Minnesota since 02/07/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (13 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
OCTAVUS GROUP LLCOWNER
KINZIE, KEVIN MICHAELCEO4384324
ESSEN, JON CHADWICKPRINCIPAL, CFO, FINOP2469593
HULL, BRIAN FRANCISCCO2685889

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


LOCORR DISTRIBUTORS, LLC

CRD#: 41782Excelsior, MN 55331

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