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Christopher Robert Maggi

Maggi Investment Services, LLC

Oldmar, FL

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Current Employers
Maggi Investment Services, Llc

3895 Tampa Road, Oldmar, FL 34677 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-20
FL RA APPROVED 2011-04-19
  • TX RA
    APPROVED
    Since 2026-04-20
  • FL RA
    APPROVED
    Since 2011-04-19

Branch Locations

3895 Tampa Road, Oldmar, FL 34677 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Maggi Tax Advisory Group, Inc Oldsmar FL 11/2003 Present
Maggi Investment Services, Llc Oldsmar FL 02/2011 Present
Artex Risk Solutions, Inc. Palm Harbor FL 04/2013 08/2017
College Funding Of Tampa Bay Palm Harbor FL 08/2021 Present
Maggi Holdco 1, Inc. Oldsmar FL 01/2026 Present
Maggi Holdco 2, Inc. Oldsmar FL 01/2026 Present
Maggi Intermediate, Llc Oldsmar FL 01/2026 Present
Meraki Intermediate Holdings, Llc Scottsdale AZ 01/2026 Present
  • 11/2003 → Present
    Maggi Tax Advisory Group, Inc
    Oldsmar, FL
  • 02/2011 → Present
    Oldsmar, FL
  • 04/2013 → 08/2017
    Artex Risk Solutions, Inc.
    Palm Harbor, FL
  • 08/2021 → Present
    College Funding Of Tampa Bay
    Palm Harbor, FL
  • 01/2026 → Present
    Maggi Holdco 1, Inc.
    Oldsmar, FL
  • 01/2026 → Present
    Maggi Holdco 2, Inc.
    Oldsmar, FL
  • 01/2026 → Present
    Maggi Intermediate, Llc
    Oldsmar, FL
  • 01/2026 → Present
    Meraki Intermediate Holdings, Llc
    Scottsdale, AZ
Other Businesses

MAGGI TAX ADVISORY GROUP, INC. VICE PRESIDENT INSURANCE SALES OF FIXED ANNUITIES, LIFE, LONG TERM CARE & TAX PREPARATION/TAX REVIEWS 3895 Tampa Rd, Oldsmar, Florida 34677 SINCE 11/2003 APPROXIMATELY 40 HOURS PER WEEK IN INSURANCE BUSINESS AND 3 MONTHS OF THE YEAR IN TAX BUSINESS. Maggi Holdco 1, Inc. , Maggi Holdco 2, Inc., Maggi Intermediate, LLC and Meraki Intermediate Holdings, LLC are all holding companies. No services are provided and no time is spent in these businesses. All started1/2026. Maggi Gives Back Foundation; not investment related; 501C3 charity; started 03/2022; 2% of time. 3895 Tampa Bay Road, LLC; not investment related; entity that owns the building; started 09/2025; 0% of time. COLLEGE FUNDING OF TAMPA BAY; NON-INVESTMENT RELATED; 08/2021; PALM HARBOR, FL; VICE PRESIDENT; PROVIDES COLLEGE AND FINANICAL AID EDUCATION AND RESOURCES; MINIMAL AMOUNT OF TIME SPENT ON ACTIVITY

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-12-07
  • S65 Uniform Investment Adviser Law Examination
    2010-12-07
Other Names
  • Christopher Maggi
  • Chris Maggi

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