Christopher Howard Toadvine

Employer firm

Certified Advisory Corp CRD 120990

$3.04B regulatory AUM 61 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 05/2018
  Edelman Financial Services Llc
  Fairfax, VA
• 04/2016 → 05/2018
  Ef Legacy Securities, Llc
  Henrico, VA
• 05/2018 → 05/2019
  Triad Advisors Llc
  Norcross, GA
• 05/2018 → 05/2019
  Stonebridge Financial Planning Group
  Winter Park, FL
• 05/2019 → Present
  Certified Advisory Corp
  Altamonte Springs, FL
• 05/2019 → 07/2021
  Certified Insurance Corp
  Altamonte Springs, FL

Previous Registrations

• 2018-05-23 → 2019-06-03
  Stonebridge Financial Planning Group, Llc
  Orlando, FL
• 2014-08-07 → 2018-06-05
  Edelman Financial Services, Llc
  Fairfax, VA
  Orlando, FL
• 2007-04-23 → 2014-08-01
  Commonwealth Financial Network
  Maitland, FL
• 2002-10-14 → 2007-04-24
  Osaic Fa, Inc.
  Orlando, FL
  Maitland, FL
• 2000-01-03 → 2002-11-06
  Ronald Blue & Co., Llc
  Orlando, FL

Other Businesses

Financial Planning Association of Central Florida, Board Member; not investment related; P.O. Box 520310, Longwood, FL 32752;non-profit;volunteer;~2003;.25 hrs/month;0 hrs during trading; assist with the annual FPA call-in in conjunction with the Orlando Sentinel, provide pro-bono financial advice over the phone.

Exams

• S66 Uniform Combined State Law Examination
  2014-11-25
• S63 Uniform Securities Agent State Law Examination
  2003-03-04

Designations

• Certified Financial Planner