Christopher Ryan Wells

Current Employers

Flourish Financial Planning

1785 State Hwy 26 Ste 200, Grapevine, TX 76051 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2018-04-18

TX RA
APPROVED

Since 2018-04-18

Branch Locations

1785 State Hwy 26 Ste 200, Grapevine, TX 76051 • 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

Organization	City	State	From	To
Covenant Multi-Family Offices, Llc	Dallas	TX	05/2015	04/2018
Sdg Financial Planning, Llc	Grapevine	TX	04/2018	Present

05/2015 → 04/2018

Covenant Multi-Family Offices, Llc

Dallas, TX
04/2018 → Present

Sdg Financial Planning, Llc

Grapevine, TX

Previous Registrations

2015-07-10 → 2018-04-11

Covenant

Dallas, TX

Dallas, TX

San Antonio, TX

Other Businesses

Christopher Wells is currently employed as Partner for Andries Tax Service LLC d/b/a Master Plan Tax Services. The business is not investment related. The address is 1011 Surrey Ln Bldg 200, Flower Mound, TX 75022. Chris became a partner in January 2020. He devotes less than 5% of his time per week to this activity during securities trading hours (4 hours/month). Duties involve general executive guidance for the future of the business.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-07-10

S65 Uniform Investment Adviser Law Examination

2015-07-10

Designations

Other Names

Christopher Wells

View on SEC IAPD