Christopher Warren Wilbratte

Current Employers

Employment History

• 01/1993 → Present
  Quantum Pension Services Inc
  Dallas, TX
• 01/2005 → 02/2021
  Gwn Securities Inc.
  Palm Beach Gardens, FL
• 09/2004 → 12/2016
  C&B Wilbratte Lp
  Austin, TX
• 02/2021 → Present
  The Fiduciary Alliance
  Greenville, SC
• 02/2021 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2005-01-20 → 2021-02-02
  Gwn Securities Inc.
  Dallas, TX
  Dallas, TX
  Austin, TX
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
• 2001-01-10 → 2005-01-14
  Pmg Asset Management Inc
  Dallas , TX

Other Businesses

1) Fiduciary Alliance LLC. Investment Related. 4201 Bee Cave Road, Suite C -101, Austin, TX 78746. RIA, IAR. Start 2/2021. 160hrs/mo, all during trading hours. Investment Advisory Activities. 2) Texas CDFA, LLC. Non-Investment Related. 4201 Bee Cave Road, Suite C -101, Austin, TX 78746. CDFA services, owner. Start 12/2020. 10hrs/mo, 2hrs/mo during trading hours. CDFA practice. 3) Echelon Financial. Investment Related. 4201 Bee Cave Road, Suite C -101, Austin, TX 78746. Tax prep, wealth management, accounting and book keeping. Partner. Start 1/2013. 39hrs/mo, all during trading hours. Offer wealth management and insurance; business development. 4) Downing & Morano CPAs. Non-Investment Related. 4201 Bee Cave Road, Suite C -101, Austin, TX 78746. Tax Prep. Partner. Start 1/2013. 1hr/mo during trading hours. Book of business acquired from retiring CPA. 5) Quantum Pension Services, Inc. Insurance Agency. 4201 Bee Cave Road, Suite C -101, Austin, TX 78746. Fixed Insurance. Partner. Start 12/1992. 40hrs/mo, 2hrs/mo during trading hours. Insurance agency. 6) Quantum Pension Services Management Corporation. Non-Investment related. 4201 Bee Cave Road, Suite C -101, Austin, TX 78746. Management company for Quantum Pension Services. Owner. Start 10/2013. 1hr/mo during trading hours. Management company for insurance agency. 7) Rise School of Austin. Non-Investment Related. 4800 Manor Road, Bldg. J, Austin, TX 78723. Pre-School for special needs kids. Board Chair. Start 2009. 4hrs/mo, 2hrs/mo during trading hours. Direction of the strategic projects for the school. 8) Austin Round Table. Non-Investment Related. 4408 Long Champ Drive, Austin, TX 78746. Networking Group. Founder/Member. Start 2010. 4hrs/mo, none during trading hours. Networking Meetings. 9) American Federation Education Alliance - not investment related - 8514 McAlpine Park Dr. #280, Charlotte, NC - Social Security Education Seminars - Presenter - 01/2022 - 2 hours/0 trading hours a month - Present the social security education seminars that are promoted by the AFEA 10) Cracking The Code: Unlocking Tax Savings for Business Owners. Not investment-related. Located at 4201 Bee Cave, Suite C-101, Austin, TX 78746. Tax Strategy Book. Owner / Author. Start: 04/15/2023. 0.5 hr/month; all during trading hours. Author of a tax strategy book for business owners. 11) Gameday Guayabera, Inc. Not Investment Related. 4201 Bee Cave, Suite C-101, Austin, TX 78746. Textile Sales and Logo Licensing. Co-Owner. 1/2024. 1 Hr/Mo; 0 During Trading Hours. Assist son with setting up the business and getting licensing rights to school logos. 12) Wealth Preservation Playbook. Investment Related. 4201 Bee Cave Road Suite C-101, Austin, TX 78746. Book. Author. 11/2024. 1 hr/month. 1 hr during securities hrs. Sharing the book as it is requested by prospects.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-08-26
• S63 Uniform Securities Agent State Law Examination
  1997-12-23