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Christopher Paul Woods

Silvis Financial

Charlotte, NC

CRD 3128105

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Employer firm

Silvis Financial CRD 298535

$36.8M regulatory AUM 3 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
Silvis Financial

3540 Toringdon Way, Ste 200, Charlotte, NC 28277 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-09-27
LA RA APPROVED 2021-02-22
VA RA APPROVED 2018-11-29
TX RA APPROVED 2018-11-19
  • NC RA
    APPROVED
    Since 2023-09-27
  • LA RA
    APPROVED
    Since 2021-02-22
  • VA RA
    APPROVED
    Since 2018-11-29
  • TX RA
    APPROVED
    Since 2018-11-19

Branch Locations

3540 Toringdon Way, Ste 200, Charlotte, NC 28277 • 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
Ameriprise Financial Gainesville VA 12/2016 07/2017
Unemployed Alexandria VA 09/2016 12/2016
Lpl Financial Llc Fairfax VA 07/2017 11/2018
Independent Financial Partners Fairfax VA 07/2017 11/2018
Silvis Financial Charlotte NC 11/2018 Present
  • 12/2016 → 07/2017
    Ameriprise Financial
    Gainesville, VA
  • 09/2016 → 12/2016
    Unemployed
    Alexandria, VA
  • 07/2017 → 11/2018
    Lpl Financial Llc
    Fairfax, VA
  • 07/2017 → 11/2018
    Independent Financial Partners
    Fairfax, VA
  • 11/2018 → Present
    Silvis Financial
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-11-04
  • S63 Uniform Securities Agent State Law Examination
    1998-11-04
Designations
  • Certified Financial Planner
Other Names
  • Christopher Paul Woods

View on SEC IAPD

Nearby Firms

FIRST TRYON ADVISORS
MUIRFIELD WEALTH ADVISORS LLC
MAI CAPITAL MANAGEMENT, LLC

Nearby Investors

JOSHUA REESE BAILEY
PHILIP REESE BAILEY
MICHELE V STUTTS

Nearby Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC

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