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Christopher Wayne Dunlevy

Aspen Trail Wealth Management, LLC

Flagstaff, AZ

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Current Employers
Aspen Trail Wealth Management, Llc

Flagstaff, AZ • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-07-27
AZ RA APPROVED 2015-07-22
  • TX RA
    APPROVED_RES
    Since 2023-07-27
  • AZ RA
    APPROVED
    Since 2015-07-22

Branch Locations

Flagstaff, AZ • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Aspen Trail Wealth Management, Llc Tempe AZ 05/2013 Present
Aspen Trail Benefits & Insurance, Llc Tempe AZ 02/2014 01/2025
Previous Registrations
  • 2015-07-22 → 2020-12-31
    Aspen Trail Wealth Management, Llc
    Flagstaff, AZ
  • 2013-11-13 → 2015-07-28
    Osaic Fa, Inc.
    Scottsdale, AZ
    Fort Wayne, IN
    Scottsdale, AZ
    Tempe, AZ
  • 2009-01-05 → 2013-10-16
    Cuso Financial Services, L.P.
    Gilbert, AZ
    San Diego, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-03-18
  • S63 Uniform Securities Agent State Law Examination
    2005-03-18

View on SEC IAPD

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