CP
PFS
CP
PFS

Christopher John Picciurro

20 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
166 clients
Average Client Portfolio
$805K average
Assets Under Management
$133.6M
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Location

6240 W. 135th Street, Suite 214, Overland Park, KS, 66223

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Christopher is involved in several businesses, including Teaching Tax Flow LLC, Integrated Financial Group, Semper Cresente LLC, Portfolio Holdings LLC, Nexus CPA Group, LLC, and Pilot Tax & Accounting PC. Some of these activities are investment-related, while others focus on tax planning, practice management, and accounting.

Employment History
Current Registrations
Cabin Advisors, LLC
August 2023 - Present · 2 yrs 6 mos
Cabin Securities, INC.Broker
April 2023 - Present · 2 yrs 10 mos
Cabin Securities, INC.
April 2023 - Present · 2 yrs 10 mos
Previous Registrations
Center Street Advisors, INC.
July 2020 - March 2023 · 2 yrs 8 mos
Center Street Securities, INC.Broker
July 2020 - March 2023 · 2 yrs 8 mos
Woodbury Financial Services, INC.Broker
January 2018 - July 2020 · 2 yrs 6 mos
Woodbury Financial Services, INC.
January 2018 - July 2020 · 2 yrs 6 mos
Sii Investments, INC.
February 2016 - November 2017 · 1 yr 9 mos
Sii Investments, INC.Broker
February 2016 - November 2017 · 1 yr 9 mos
Sagepoint Financial, INC.
September 2011 - September 2015 · 4 yrs
Sagepoint Financial, INC.Broker
December 2007 - September 2015 · 7 yrs 9 mos
Equitas America, LLCBroker
October 2004 - December 2007 · 3 yrs 2 mos
State Registrations9 states
ARCOFLGAMIPATNTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.