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CT

Christian D. Terrill

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CRD#: 6966318
CT

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Christian David Terrill, who also goes by Christian David Terrill I, was a registered financial professional .

Christian is a previously registered financial professional and started their career in finance in 2021. Christian had worked at 2 firms and has passed the Series 63, Series 79TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Christian David Terrill I

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

February 21, 2023 - September 27, 2024

CONFIGURE PARTNERS SECURITIES, LLC

BD
CRD#: 165594
Atlanta, GA
Past

February 19, 2021 - February 21, 2023

CAPSTONE PARTNERS

BD
CRD#: 132185
Denver, CO

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
RR
Series 63
Date: 1/21/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 2/19/2021
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/1/2020
Securities Industry Essentials Examination

Current Firm

CP
CONFIGURE PARTNERS SECURITIES, LLC
CONFIGURE PARTNERS SECURITIES, LLC | GLASSRATNER SECURITIES, LLC

CRD#: 165594 / SEC#: , 8-69172

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

Main Address
3344 Peachtree Road Ne Suite 1500, Atlanta, GA 30326
Mailing Address
3344 Peachtree Road Ne Suite 1500, Atlanta, GA 30326
Phone number
(404) 536-0690
Established
Georgia since 08/16/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (22 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CONFIGURE PARTNERS HOLDINGS, LLCSOLE MEMBER
FAVARO, VINCENT WILLIAMCCO4163532
HOPKINS, THOMAS JOHNFINOP, PFO, POO1835087
JACQUIN, JAY CHRISTOPHEREXECUTIVE REP., INVESTMENT BANKING AND PRIVATE SECURITIES OFFERINGS PRINCIPAL5155292

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

CONFIGURE PARTNERS SECURITIES, LLC

CRD#: 165594

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