Christopher Guy Mcmahan

Current Employers

Oak Tree Wealth Management

101 N. Shoreline Blvd. Suite 304, Corpus Christi, TX 78401 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-04-05

TX RA
APPROVED

Since 2023-04-05

Branch Locations

101 N. Shoreline Blvd. Suite 304, Corpus Christi, TX 78401 • United States

Disclosures

2 disclosure categories 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 Yes
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Oak Tree Wealth Management, Llc	Corpus Christi	TX	03/2023	Present
New York Life Insurance Company	Corpus Christi	TX	09/2021	03/2022
Medivita Health	Corpus Christi	TX	01/2020	09/2021
Full Time Student	Corpus Christi	TX	01/2016	06/2021
Unemployed	Corpus Christi	TX	03/2022	03/2023

03/2023 → Present

Oak Tree Wealth Management, Llc

Corpus Christi, TX
09/2021 → 03/2022

New York Life Insurance Company

Corpus Christi, TX
01/2020 → 09/2021

Medivita Health

Corpus Christi, TX
01/2016 → 06/2021

Full Time Student

Corpus Christi, TX
03/2022 → 03/2023

Unemployed

Corpus Christi, TX

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-06-07

S65 Uniform Investment Adviser Law Examination

2022-06-07

Other Names

Chris Guy Mcmahan