Christopher Patrick De Lorimier

Current Employers

Employment History

• 01/2014 → Present
  O'COnnor Wealth Management, Inc
  Monrovia, CA

Other Businesses

Independent Insurance Agent Mr. de Lorimier is licensed in an individual capacity as an insurance agent and may recommend the purchase of life insurance or annuity products through the financial planning process. When clients purchase these products, he receives insurance commissions, which creates a material conflict of interest due to the incentive compensations. *whether the business is investment-related - Yes, *the address of the other business - 139 E. COLORADO BLVD, SUITE 2, MONROVIA, CA, USA, 91016, *the nature of the other business - Insurance, *your position - Insurance Agent, *Title, or relationship with the other business - Insurance Agent, *the start date of your relationship - February 14, 2014, *the approximate number of hours/month you devote to the other business - less than 1 hour per month, *the number of hours you devote to the other business during securities trading hours - less than 1 hour per month, *briefly describe your duties relating to the other business - Occasionally underwrites term life insurance and annuity products. Crown City Tax Planning In addition to his insurance activities, Mr. de Lorimier is an Enrolled Agent (EA) and operates as a sole proprietor under the business name Crown City Tax Planning. In this capacity, he provides tax preparation and tax planning services to clients. *whether the business is investment-related - Yes, *the address of the other business - 139 E. COLORADO BLVD, SUITE 2, MONROVIA, CA, USA, 91016, *the nature of the other business - Tax planning and preparation, *your position - Tax Preparer, *title, or relationship with the other business - Sole Proprietor, *the start date of your relationship - February 9, 2015, *approximate # of hours/month: Mostly seasonal during tax season (January - April), however, 12 hours per month if averaged over the entire year, *approximate 4 hours per month during trading hours if averaged over the entire year, *briefly describe your duties relating to the other business - Tax preparation and planning.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-11-26
• S66 Uniform Combined State Law Examination
  2009-01-08

Other Names

• Christopher Patrick Delorimier