Best Investors Account Sign in
Inactive

Christopher Nicholas Gacom

Greenline Wealth Management

Boca Raton, FL

Claim This Profile
Current Employers
Greenline Wealth Management

301 Yamato Road Suite 3151, Boca Raton, FL 33431 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-06
TX RA APPROVED_RES 2024-07-02
  • FL RA
    APPROVED
    Since 2025-05-06
  • TX RA
    APPROVED_RES
    Since 2024-07-02

Branch Locations

301 Yamato Road Suite 3151, Boca Raton, FL 33431 • 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
Adp Broker Dealer Inc. Chicago IL 07/2017 07/2018
Greenline Wealth Management Llc Dba Greenline Wealth Management Boca Raton FL 08/2018 Present
Greenline Insurance Llc Boca Raton FL 08/2018 Present
American Funds Distributors, Inc. Carmel IN 06/2013 06/2017
American Funds Carmel IN 05/2016 06/2017
American Funds Distributors, Inc. Carmel IN 06/2012 06/2017
Greenline Asset Management Llc Boca Raton FL 09/2020 Present
Greenline Ventures Llc Delray Beach FL 07/2025 Present
  • 07/2017 → 07/2018
    Adp Broker Dealer Inc.
    Chicago, IL
  • 08/2018 → Present
    Greenline Wealth Management Llc Dba Greenline Wealth Management
    Boca Raton, FL
  • 08/2018 → Present
    Greenline Insurance Llc
    Boca Raton, FL
  • 06/2013 → 06/2017
    American Funds Distributors, Inc.
    Carmel, IN
  • 05/2016 → 06/2017
    American Funds
    Carmel, IN
  • 06/2012 → 06/2017
    American Funds Distributors, Inc.
    Carmel, IN
  • 09/2020 → Present
    Greenline Asset Management Llc
    Boca Raton, FL
  • 07/2025 → Present
    Greenline Ventures Llc
    Delray Beach, FL
Previous Registrations
Other Businesses

1. Greenline Insurance LLC; Insurance Agent; 08/2018; Boca Raton, FL; investment related; promoting insurance products and selling insurance products. > 5 hours per month; > 5 hours during securities trading. 2. Greenline Asset Management LLC; Managing Member; 09/2020; Boca Raton, FL; investment related: no; pass through company for tax purposes. 0 hours per month 0 during securities trading. 3. Greenline Ventures LLC; Owner; Delray Beach, FL; not-investment related; real estate - investment property; 5 hr/mo, 0 during trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-06-21
S63 Uniform Securities Agent State Law Examination 2012-07-03
  • S65 Uniform Investment Adviser Law Examination
    2013-06-21
  • S63 Uniform Securities Agent State Law Examination
    2012-07-03
Other Names
  • Christopher N Gacom

View on SEC IAPD

More in Boca Raton, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor