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CT

Christina A. Thompson

PRIMARYBID SECURITIES
Smithtown, NY 11787
Some features on this profile are disabled
CRD#: 5720033
CT

Professional summary

Christina Ann Thompson, who also goes by Christina A Martinez, Christina Ann Martinez, Christina Ann Martinez (williams), Christina Martinez, Christina Ann Thompson, Christina Ann Williams, Christina Williams, Christina Williams-martinez, is a registered financial professional currently at PRIMARYBID SECURITIES INC. located in Smithtown, New York and BUILDER ADVISOR GROUP, LLC located in Corte Madera, California.

Christina is registered as a RR (Registered Representative) and started their career in finance in 2009. Christina has worked at 11 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 6, Series 14 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Christina A Martinez | Christina Ann Martinez | Christina Ann Martinez (williams) | Christina Martinez | Christina Ann Thompson | Christina Ann Williams | Christina Williams | Christina Williams-Martinez

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.
Accurate Courier Service - 3437 Myrtle Ave, Suite 420, North Highlands, CA - medical courier - driver - 64 hrs/ mo (0 mkt hrs) - not securities related - will not interfere with duties at firm

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Christina Ann Thompson'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 31, 2025 - Present

PRIMARYBID SECURITIES INC.

Office #1: 732 Smithtown Bypass Suite 203, Smithtown, NY 11787
BD
CRD#: 317798
Smithtown, NY
Current

May 16, 2025 - Present

BUILDER ADVISOR GROUP, LLC

Office #1: 770 Tamalpais Drive, Suite 401b, Corte Madera, CA 94925
BD
CRD#: 156515
Corte Madera, CA
Past

August 12, 2024 - May 16, 2025

UPHORIZON, LLC

BD
CRD#: 328256
LOS ANGELES, CA
Past

July 26, 2022 - May 15, 2023

FIFTH THIRD SECURITIES, INC.

RIA
CRD#: 628
CARMEL, IN
Past

July 11, 2022 - May 15, 2023

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
EVANSVILLE, IN
Past

January 16, 2019 - July 29, 2022

FIRST PALLADIUM, LLC

BD
CRD#: 289822
Fort Wayne, IN
Past

March 29, 2018 - January 2, 2019

CX INSTITUTIONAL, LLC

RIA
CRD#: 292627
AUBURN, IN
Past

January 11, 2018 - August 15, 2018

HEFTY WEALTH PARTNERS

RIA
CRD#: 153880
AUBURN, IN
Past

October 2, 2017 - December 10, 2018

LPL FINANCIAL LLC

BD
CRD#: 6413
AUBURN, IN
Past

February 23, 2016 - September 28, 2017

OSAIC FS, INC.

BD
CRD#: 3870
HARTFORD, CT
Past

December 19, 2011 - September 28, 2017

OSAIC FA, INC.

BD
CRD#: 3978
HARTFORD, CT
Past

October 28, 2009 - December 7, 2011

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
FORT WAYNE, IN

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
IAR
Series 65
Date: 1/11/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/6/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 3/7/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/21/2016
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/27/2009
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 3/7/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/4/2016
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

BA
BUILDER ADVISOR GROUP, LLC
BUILDER ADVISOR GROUP, LLC

CRD#: 156515 / SEC#: , 8-68801

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information

Main Address
770 Tamalpais Drive Suite 401b, Corte Madera, CA 94925
Mailing Address
770 Tamalpais Drive Suite 401b, Corte Madera, CA 94925
Phone number
(415) 561-0600
Established
California since 10/25/2010
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
EFFICIENT BUILDER TECHNOLOGY CORPORATION100% OWNER
AVILA, ANTHONY GENEMANAGING MEMBER
CARRENA, JOCYLINE ONELAFINOP7658892
VAN GORDER, KEVIN JAMESCHIEF COMPLIANCE OFFICER5202236

Disclosures

Regulatory Event1

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

BUILDER ADVISOR GROUP, LLC

CRD#: 156515Smithtown, NY 11787

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