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CD

Christopher J. Davis

BRIGHTWORK WEALTH MANAGEMENT
COLORADO SPRINGS, CO
Some features on this profile are disabled
CRD#: 7687963
CD

Professional summary

Christopher James Davis, who also goes by Chris James Davis, is a registered financial advisor currently at BRIGHTWORK WEALTH MANAGEMENT, LLC located in Colorado Springs, Colorado.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Christopher has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Chris James Davis

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 James Davis'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

November 14, 2025 - Present

BRIGHTWORK WEALTH MANAGEMENT, LLC

RIA
CRD#: 338724
COLORADO SPRINGS, CO
Past

January 21, 2025 - September 26, 2025

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
Colorado Springs, CO
Past

January 21, 2025 - September 4, 2025

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
Colorado Springs, CO
Past

May 16, 2023 - January 27, 2025

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Colorado springs, CO
Past

April 5, 2023 - January 27, 2025

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Colorado Springs, CO

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
Colorado
(11/14/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/8/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/5/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/26/2023
Securities Industry Essentials Examination

Current Firm

BW
BRIGHTWORK WEALTH MANAGEMENT, LLC
BRIGHTWORK WEALTH MANAGEMENT | BRIGHTWORK WEALTH MANAGEMENT, LLC

CRD#: 338724 / SEC#:

Colorado
Registered Investment Advisory firm - (11/14/2025 Approved)
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Contact information

Main Address
Colorado Springs, CO
Mailing Address
Phone number
(719) 785-9170
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

Red Flags

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

Company Information

BRIGHTWORK WEALTH MANAGEMENT, LLC

CRD#: 338724Colorado Springs, CO

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