Christopher Raymond Reid

Current Employers

Employment History

• 05/2014 → Present
  Appreciation Financial
  Roseville, CA
• 04/2019 → 12/2022
  Verity Asset Management
  Durham, NC
• 08/2022 → Present
  Encompass More Asset Management Llc
  Danville, CA

Previous Registrations

• 2019-05-01 → 2022-11-30
  Verity Asset Management
  Roseville, CA
  Durham, NC
  Roseville, CA
• 2008-05-28 → 2009-06-12
  Concourse Financial Group Securities, Inc.
  Roseville, CA

Other Businesses

1) PHG Group, LLC; Not investment-related; Roseville, CA; personal partnership corp. under Appreciation Financial; owner; start 5/2014; 160 hours/month during trading hours; recruiting, training, onboarding, mentoring and suppporting new insurance agents. 2) PHG Direct, LLC; Not investment-related; Roseville, CA; recruiting entity within Appreciation Financial; owner; start 12/2017; 40 hours/month during trading hours; recruiting strategies and oversight. 3) KGF4; Not investment-related; Roseville, CA; Arbonne health, wellness, and beauty; secretary; start 01/2017; 5 hours/month outside trading hours; back-end business services for spouse's business. 4) Appreciation Insurance & Financial Services, LLC; Not investment-related; Henderson, NV; Insurance agency; Agent; Insurance agent; 05/2014; 160 hours per month; 160 during market hours; Sell insurance and annuity products. 5) White Gazelle, Inc.; Not investment-related; Roseville, CA; Agency consulting; Partner; Owner; 05/2016; 55 hours per month; 28 during market hours; Insurance agency consulting, recruiting, management.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-03-07
• S66 Uniform Combined State Law Examination
  2008-03-22

Other Names

• Chris Reid