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Inactive

Christopher Martin Quandt

Savvy

Temcula, CA

New York, NY

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Current Employers
Savvy

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-06
  • CA RA
    APPROVED
    Since 2025-10-06

Branch Locations

Temcula, CA • United States

111 West 33Rd Street Unit 1410, New York, NY 10001 • 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
Quiktrak Beaverton OR 02/2015 04/2017
Foresters Financial Beaverton OR 04/2017 08/2017
Paulson Investment Company Portland OR 08/2017 12/2018
Brokerbank Securities, Inc. Minnetonka MN 03/2019 10/2019
Kimsa Total Wealth Portland OR 10/2019 10/2022
Kereti Tuioti Portland OR 10/2022 03/2025
Raymond James Financial Services Advisors, Inc. Oklahoma City OK 03/2025 09/2025
True Harvest Wealth Management Oklahoma City OK 03/2025 09/2025
Savvy Temcula CA 09/2025 Present
  • 02/2015 → 04/2017
    Quiktrak
    Beaverton, OR
  • 04/2017 → 08/2017
    Foresters Financial
    Beaverton, OR
  • 08/2017 → 12/2018
    Paulson Investment Company
    Portland, OR
  • 03/2019 → 10/2019
    Brokerbank Securities, Inc.
    Minnetonka, MN
  • 10/2019 → 10/2022
    Kimsa Total Wealth
    Portland, OR
  • 10/2022 → 03/2025
    Kereti Tuioti
    Portland, OR
  • 03/2025 → 09/2025
    Oklahoma City, OK
  • 03/2025 → 09/2025
    True Harvest Wealth Management
    Oklahoma City, OK
  • 09/2025 → Present
    Temcula, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-12
S63 Uniform Securities Agent State Law Examination 2016-08-13
  • S65 Uniform Investment Adviser Law Examination
    2024-02-12
  • S63 Uniform Securities Agent State Law Examination
    2016-08-13
Other Names
  • Christopher M Quandt

View on SEC IAPD

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