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Christopher David Dale

Life After Grief Financial Planning

Orlando, FL

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Current Employers
Life After Grief Financial Planning

Orlando, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-06
  • FL RA
    APPROVED
    Since 2025-10-06

Branch Locations

Orlando, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Suntrust Investment Services, Inc Atlanta GA 07/2013 06/2017
Suntrust Bank Winter Park FL 06/2013 06/2017
Suntrust Advisory Services Atlanta GA 08/2016 06/2017
Life After Grief, Llc Orlando FL 03/2017 Present
  • 07/2013 → 06/2017
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 06/2013 → 06/2017
    Suntrust Bank
    Winter Park, FL
  • 08/2016 → 06/2017
    Suntrust Advisory Services
    Atlanta, GA
  • 03/2017 → Present
    Life After Grief, Llc
    Orlando, FL
Previous Registrations
  • 2016-08-25 → 2017-07-03
    Winter Park, FL
    Orlando, FL
  • 2013-07-19 → 2016-12-31
    Truist Investment Services, Inc.
    Orlando, FL
    Winter Park, FL
Other Businesses

1) Christopher Dale is the president of Evolution Properties, LLC where he continues to manage the properties. This activity accounts for approximately 1 hour per day, outside of normal business/trading hours. 2) Christopher Dale is the president of Life After Grief Consulting. The business provides consulting, training and development to other advisers in working with clients in grief in conjunction with their financial process. This activity accounts for up to 10% of his time. 3) Christopher Dale is currently a licensed insurance agent, however, he/she no longer sells any insurance products, and is not affiliated with any insurance companies. Christopher Dale will not sell any insurance products to clients or prospective clients of LAG.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-07-28
  • S63 Uniform Securities Agent State Law Examination
    2003-07-28
Designations
Other Names
  • Chris Dale

View on SEC IAPD

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