Christopher Douglas Battreall

Current Employers

Employment History

• 11/2005 → 11/2017
  Girard Securities, Inc.
  San Diego, CA
• 01/2006 → 06/2019
  United Capital Financial Advisers, Inc.
  Newport Beach, CA
• 11/2023 → 05/2025
  United Capital Financial Advisors, Llc
  Irving, TX
• 11/2017 → 06/2019
  Cetera Advisor Networks Llc
  El Segundo, CA
• 06/2019 → 11/2023
  Goldman Sachs & Co
  New York, NY
• 05/2025 → Present
  Precision Wealth Strategies, Llc
  Saint Louis, MO

Previous Registrations

• 2006-01-06 → 2025-05-20
  United Capital Financial Advisors
  Chicago, IL
  Chicago, IL
  Modesto, CA
  Modesto, CA
  Sacramento, CA
  Modesto, CA
• 2017-11-01 → 2017-11-13
  Cetera Wealth Services, Llc
  Modesto, CA
• 2008-04-16 → 2017-11-01
  Girard Securities, Inc.
  Bethesda, MD
  Mclean, VA
  Newport Beach, CA
  Modesto, CA
  Chicago, IL
  San Diego, CA
• 2002-10-23 → 2005-12-31
  Solutions Planning Group, Inc.
  Bethesda, MD

Other Businesses

1) Gotham Consulting LLC; 2737 Sarazen Drive, Mount Pleasant, SC 29466; Consulting; Not investment related; Owner; Provide board of director services to wealth management firms; 08/19/2025; 1% of time 2) Dragonscale LLC; 2737 Sarazen Drive, Mount Pleasant, SC 29466; Private Investment; Not investment-related; Owner; Oversight of lease contracts to vendors utilizing the GPU units held in the pod, management of revenues/costs; 12/29/2025; 1% of time 3) Horseshoe Company, LLC; 2737 Sarazen Drive, Mount Pleasant, SC 29466; Investment Holding Company; investment-related; Owner/manager; Decision-making, oversight, filing of reports and taxes; 08/18/2025; 1% of time

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-06-20
• S63 Uniform Securities Agent State Law Examination
  2000-05-02

Designations

Other Names

• Christopher D Battreall