Christopher Jay Twining

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-02-17
TX	RA	APPROVED_RES	2025-02-14

Branch Locations

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

Organization	City	State	From	To
Bank Of America Na	Fort Myers	FL	06/2016	05/2020
Merrill Lynch	Fort Myers	FL	06/2016	05/2020
Td Ameritrade	Fort Myers	FL	05/2020	12/2022
Charles Schwab And Co Inc	Fort Myers	FL	12/2022	01/2025
Edward Jones	St Louis	MO	02/2025	Present

2022-02-08 → 2025-01-17

Charles Schwab & Co., Inc.

Fort Myers, FL
2020-06-29 → 2023-09-07

Td Ameritrade Investment Management, Llc

Fort Myers, FL

Ft. Myers, FL
2020-06-17 → 2022-10-14

Td Ameritrade, Inc.

Ft. Myers, FL

Omaha, NE
2016-07-20 → 2020-05-08

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Fort Myers, FL

Venice, FL

Fort Myers, FL

Fort Myers, FL

Fort Myers, FL

Fort Myers, FL
2016-01-06 → 2016-04-05

Osaic Advisory Services, Llc

Rocky River, OH

Atlanta, GA
2015-02-23 → 2015-12-31

Pension Builders And Consultants/Adviceware

Rocky River, OH
2010-08-20 → 2013-09-03

New England Securities

Westlake, OH
2009-11-13 → 2010-03-11

Pnc Wealth Management Llc

Avon, OH
2009-03-11 → 2009-11-13

Natcity Investments, Inc.

Avon, OH

Avon, OH
2008-09-15 → 2008-12-22

Td Ameritrade, Inc.

Orange Village, OH
2008-09-15 → 2008-12-22

Td Ameritrade Investment Management, Llc

Beachwood, OH
2005-10-03 → 2008-09-09

Mml Investors Services, Llc

Leawood, KS

Overland Park, KS

Overland Park, KS
2004-07-21 → 2005-10-07

Equitable Advisors, Llc

Cleveland, OH

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-07-08

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