Christopher John Richard

Current Employers

Integrated Advisors Network Llc

8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2026-07-24
WA	RA	APPROVED	2026-07-24
OH	RA	APPROVED	2026-07-23
CA	RA	APPROVED	2015-09-17

CO RA
APPROVED

Since 2026-07-24
WA RA
APPROVED

Since 2026-07-24
OH RA
APPROVED

Since 2026-07-23
CA RA
APPROVED

Since 2015-09-17

Branch Locations

Cardiff By The Sea, CA • United States

8150 N Central Expressway Suite 1255, Dallas, TX 75206 • 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
Integrated Advisors Network	Dallas	TX	07/2015	Present
Dfpg Investments, Inc.	South Jordan	UT	10/2015	09/2016
Vineyard Wealth Advisors	Rancho Santa Fe	CA	07/2015	Present

07/2015 → Present

Integrated Advisors Network

Dallas, TX
10/2015 → 09/2016

Dfpg Investments, Inc.

South Jordan, UT
07/2015 → Present

Vineyard Wealth Advisors

Rancho Santa Fe, CA

Previous Registrations

2012-06-19 → 2015-08-05

First Allied Advisory Services, Inc.

San Diego, CA
2009-06-11 → 2012-07-02

First Allied Securities, Inc.

San Diego, CA

Renton, WA

Rancho Santa Fe, CA
2005-05-24 → 2009-12-31

Crosswater

Bellevue, WA
1997-01-14 → 2005-04-08

Lockwood Financial Services, Inc.

Bellevue, WA

Other Businesses

CRAMER IRREVOCABLE TRUST (ILIT); investment related; PO Box 675285, Rancho Sante Fe, CA 92067; TRUSTEE; TRUSTEE OR OTHER FIDUCIARY POSITION; 6/3/2009; 2 hours per month; Vineyard Global Advisors, LLC, Investment related, 9800 Pyramid Ct, Suite 400, Englewood, CO 80112, DBA; CEO and CFO, Management of strategic direction and coordination of accounting functions. 07/2015; full time; Camoco, LLC, holding company for Vineyard Global Advisors, Investment related, 1/2018, PO Box 675285, Rancho Sante Fe, CA 92067, Manager/CFO, manager and CFO duties; 16 hours per month; Vineyard Wealth Advisors, Investment related, Managing Partner, DBA, PO Box 675285, Rancho Sante Fe, CA 92067, Duties and hours in line with advisory services.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1992-07-17
S63	Uniform Securities Agent State Law Examination	1991-12-06

S65 Uniform Investment Adviser Law Examination

1992-07-17
S63 Uniform Securities Agent State Law Examination

1991-12-06

Other Names

Clark Richard

View on SEC IAPD