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Christopher Michael Carrillo

Exodus Wealth, LLC

Fort Lauderdale, FL

Wildwood, MO

CRD 6124871

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Employer firm

Exodus Wealth, LLC CRD 174328

$484M regulatory AUM 23 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Exodus Wealth, Llc

2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2020-01-03
  • MO RA
    APPROVED
    Since 2020-01-03

Branch Locations

2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States

Wildwood, MO • 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
Countertop Total Transformation, Llc Wildwood MO 12/2011 06/2017
National Planning Corporation Wildwood MO 12/2015 11/2017
Sii Overland Park KS 11/2017 02/2018
Prosperity Wealth Management, Inc. San Ramon CA 02/2018 Present
Fortune Financial Services, Inc. Monaca PA 03/2018 12/2019
  • 12/2011 → 06/2017
    Countertop Total Transformation, Llc
    Wildwood, MO
  • 12/2015 → 11/2017
    National Planning Corporation
    Wildwood, MO
  • 11/2017 → 02/2018
    Sii
    Overland Park, KS
  • 02/2018 → Present
    Prosperity Wealth Management, Inc.
    San Ramon, CA
  • 03/2018 → 12/2019
    Fortune Financial Services, Inc.
    Monaca, PA
Previous Registrations
  • 2018-02-22 → 2019-12-31
    Wildwood, MO
  • 2017-11-21 → 2018-02-20
    Signator Investors, Inc.
    Grand Rapids, MI
    St Louis, MO
  • 2015-12-15 → 2017-11-21
    National Planning Corporation
    Wildwood, MO
    Ellisville, MO
    Ellisville, MO
  • 2014-03-06 → 2015-12-11
    Chesterfield, MO
Other Businesses

Brokerage Insurance Agent: Life, Annuities, DI, LTC: MassMutual 16430 Hollister Crossing Dr., Wildwood, MO 63011, 12/1/2015, approx 35hrs mo, 30hrs trading.........

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-02-17
S63 Uniform Securities Agent State Law Examination 2013-12-28
  • S65 Uniform Investment Adviser Law Examination
    2014-02-17
  • S63 Uniform Securities Agent State Law Examination
    2013-12-28
Other Names
  • Chris Carrillo
  • Christopher Carrillo

View on SEC IAPD

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