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Christopher Blythe

CIGX
Clermont, FL 34714
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CRD#: 7688036
CB

Professional summary


Christopher Blythe is a registered financial advisor currently at CIGX, LLC located in Clermont, Florida.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Christopher has worked at 1 firm and has passed the Series 65 and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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.
MOR3 LLC is a business consulting firm founded in 2019. The business is not investment related. The address is 3312 Callerton Rd, Clermont, FL 34714. Christopher Blythe is President and CEO. The business assists clients managing and maximizing operational efficiency. Christopher spends less than 10 hours per month on this activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Christopher Blythe'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

March 9, 2023 - Present

CIGX, LLC

Office #1: 3312 Callerton Rd, Clermont, FL 34714
RIA
CRD#: 149934
Clermont, FL

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
Florida
(8/28/2024)
IAR
Georgia
(3/21/2023)
IAR
Texas
(3/9/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/9/2023
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/9/2022
Securities Industry Essentials Examination

Current Firm


CL
CIGX, LLC
AK INSURANCE | LAW OFFICE OF ERICH SCHWERD, LLC | CIGX, LLC

CRD#: 149934 / SEC#:

Florida
Registered Investment Advisory firm - (6/4/2024 Approved)
Georgia
Registered Investment Advisory firm - (8/24/2009 Approved)
Texas
Registered Investment Advisory firm - (8/11/2021 Approved)
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Contact information


Main Address
3350 Riverwood Pkwy. Ste.1900, Atlanta, GA 30339
Mailing Address
Phone number
(770) 374-3146
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts350
AUM (Assets Under Management)$ 36,500,000

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


CIGX, LLC

CRD#: 149934Clermont, FL 34714

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