Christopher Dwight Stout

Current Employers

Employment History

• 08/2010 → 06/2017
  Evergreen Consulting, Llc
  Chattanooga, TN
• 08/2010 → 05/2023
  M Holdings Securities, Inc.
  Portland, OR
• 06/2017 → 04/2022
  Fs Wealth Sports & Entertainmt
  Nashville, TN
• 04/2022 → 04/2023
  True Capital Management, Llc
  Nashville, TN
• 08/2010 → 04/2022
  M Holdings Securities, Inc.
  Portland, OR
• 05/2023 → Present
  Cresset Asset Management, Llc
  Nashville, TN

Previous Registrations

• 2022-04-28 → 2023-05-08
  True Capital Management
  San Francisco, CA
  Nashville, TN
• 2010-09-09 → 2022-12-15
  M Holdings Securities, Inc.
  Brentwood, TN
  Chattanooga, TN
  Nashville, TN
• 2008-05-15 → 2010-09-09
  Securian Financial Services, Inc.
  Brentwood, TN

Other Businesses

1) Peterson Foundation for Parkinson's; 4205 Hillsboro Pike, Suite 310, Nashville, TN 37215; 2010; Board of Directors; Oversee charitable activities and assist in raising funds through donations; Not investment related; 3 hours/month; 0 hours/month during business hours; No compensation. 2) Rowl With It Properties, LLC; 1206 17th Avenue South, 2nd Floor, Nashville, TN 37212; 12/22/2021; Owner; Real Estate company to hold office building in Nashville; Not Investment Related; 2 hours/month; 2 hours/month during business hours; Ownership, Rental Income. 3) Mr. Stout is a licensed insurance agent of True Capital Insurance Services, LLC ("TCIS"), an affiliated insurance company of the Adviser, licensed in CA, FL, TX and NY. Mr. Stout is not compensated in any manner for providing or recommending any service of TCIS to any clients of the Adviser. While the Adviser and Mr. Stout's endeavors at all times are to put the interests of its clients first, the affiliated relationship between TCIS and the Adviser inherently creates a conflict of interest as both entities are under common control. This conflict is disclosed to all clients of the Adviser offered any TCIS service.

Exams

• S66 Uniform Combined State Law Examination
  2008-05-06
• S63 Uniform Securities Agent State Law Examination
  2008-03-28

Other Names

• Chris D Stout