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Christian Deseree Maynard-philipp

HAPI
Portland, OR
·CRD# 6592228·10 years experience

Professional Summary

Christian Deseree Maynard-philipp, who also goes by Christian Maynard-philipp, is a registered financial advisor currently at HAPI located in Portland, Oregon. Christian is registered as a RR (Registered Representative) and started their career in finance in 2016. Christian has worked at 7 firms and has passed the Series 63, Series 65, Series 99TO, Series 82TO, SIE, Series 7, Series 24 and Series 4 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Christian Maynard-Philipp

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

10 years in the financial services industry

Current & Past Employments

HAPI·CRD# 311868
BD
Portland, OR
March 13, 2025 - Present
GA CAPITAL MARKETS BD, LLC·CRD# 310101
BD
Portland, OR
April 14, 2021 - May 4, 2026
CASH APP INVESTING LLC·CRD# 144076
BD
Portland, OR
March 2, 2018 - July 1, 2020
ACORNS SECURITIES, LLC·CRD# 168172
BD
Irvine, CA
January 3, 2018 - March 1, 2018
ACORNS·CRD# 165926
RIA
Portland, OR
November 29, 2017 - March 1, 2018
VAULT·CRD# 175403
RIA
Portland, OR
April 13, 2017 - March 19, 2018
CABLE HILL PARTNERS, LLC·CRD# 168252
RIA
Portland, OR
February 22, 2016 - October 19, 2016

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Current Firm

HA
HAPI

HAPI | HAPI SECURITIES LLC | HAPI CORP

CRD#: 311868 / SEC#: 8-70646
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)

Contact Information

Main Address

2646 Nw Cornell Road, Portland, OR 97210

Mailing Address

2646 Nw Cornell Road, Portland, OR 97210

Phone Number

(503) 201-1375

Established

Delaware since 05/06/2022

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (4 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
HAPI CORP.OWNER—
MAYNARD-PHILIPP, CHRISTIAN DESEREECEO, CCO6592228
MEGENITY, BRIAN MCDONALDFINOP`2889637

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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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Connecticut
(10/11/2025)
RR
Florida
(10/11/2025)
RR
Oregon
(1/16/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 2018About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Feb 2016About the Series 65 exam

Series 99TO — Operations Professional Examination

Passed Sep 2026About the Series 99TO exam

Series 82TO — Limited Representative-Private Securities Offerings

Passed Jan 2023About the Series 82TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jan 2018About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Apr 2018About the Series 24 exam

Series 4 — Registered Options Principal Examination

Passed Mar 2018About the Series 4 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Christian Deseree Maynard-philipp's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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