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Christopher Paul Shoup

Southshore Financial Planning

Tampa, FL

Tampa, FL

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Current Employers
Southshore Financial Planning

1600 E 8Th Ave. Ste. A200, Tampa, FL 33605 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-15
  • FL RA
    APPROVED
    Since 2025-01-15

Branch Locations

1600 E 8Th Ave. Ste. A200, Tampa, FL 33605 • United States

1600 E 8Th Ave. Ste. A200, Tampa, FL 33605 • 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
Charles Schwab & Co., Inc. Clearwater FL 09/2009 10/2020
Charles Schwab Bank Clearwater FL 09/2009 10/2020
Southshore Financial Planning, Llc Lithia FL 10/2020 Present
Blend Financial, Inc. Dba Origin Financial Tampa FL 01/2023 10/2023
  • 09/2009 → 10/2020
    Charles Schwab & Co., Inc.
    Clearwater, FL
  • 09/2009 → 10/2020
    Charles Schwab Bank
    Clearwater, FL
  • 10/2020 → Present
    Southshore Financial Planning, Llc
    Lithia, FL
  • 01/2023 → 10/2023
    Blend Financial, Inc. Dba Origin Financial
    Tampa, FL
Previous Registrations
  • 2023-01-28 → 2023-10-25
    Origin Investment Advisory Llc
    Lithia, FL
    Sarasota, FL
  • 2009-10-27 → 2020-11-06
    Charles Schwab & Co., Inc.
    Clearwater, FL
    St. Petersburg, FL
    Spring Hill, FL
    Boca Raton, FL
    St. Petersburg, FL
    Tampa, FL
    Tampa, FL
  • 2006-08-30 → 2009-10-01
    Td Ameritrade, Inc.
    Tampa, FL
    Charlotte, NC
  • 2006-08-02 → 2009-10-01
    Td Ameritrade Investment Management, Llc
    Tampa, FL
    Charlotte, NC
  • 2004-09-20 → 2004-10-28
    Ameriprise Financial Services, Llc
    Greenville, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-09-17
  • S66 Uniform Combined State Law Examination
    2004-09-17
Designations
Other Names
  • Chris Shoup

View on SEC IAPD

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