Robert Clinton Chedester

Employer firm

Sovereign Financial Group, Inc. CRD 294314

$1.08B regulatory AUM 5 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers

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

Current Employers

Sovereign Financial Group, Inc.

35 West Broad Street Suite 100, Stamford, CT 06902 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2023-06-06

VA RA
APPROVED

Since 2023-06-06

Branch Locations

Stuart, VA • United States

35 West Broad Street Suite 100, Stamford, CT 06902 • 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
Edward Jones	St Louis	MO	05/2016	03/2021
Credentialed Wealth Advisors, Llc	Colorado Springs	CO	03/2021	06/2023
Sovereign Financial Group, Llc Dba Chedster Financial Llc	Stuart	VA	06/2023	Present

05/2016 → 03/2021

Edward Jones

St Louis, MO
03/2021 → 06/2023

Credentialed Wealth Advisors, Llc

Colorado Springs, CO
06/2023 → Present

Sovereign Financial Group, Llc Dba Chedster Financial Llc

Stuart, VA

Previous Registrations

2021-03-02 → 2023-06-05

Credentialed Wealth Advisors, Llc

Johnstown, CO
2016-08-26 → 2021-03-02

Edward Jones

Midlothian, VA

Midlothian, VA

Midlothian, VA

St Louis, MO

N Chesterfield, VA

Colorado Springs, CO

Colorado Springs, CO

Peyton, CO

St Louis, MO

Colorado Springs, CO

Other Businesses

Insurance Agent. Investment Related. Sales of life insurance and fixed annuity products. 03/21/2021. 5 hours per month spent on this activity during trading hours

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-07-05

S66 Uniform Combined State Law Examination

2016-07-05

View on SEC IAPD