Christopher James Casner

1307 Point Street, Baltimore, MD 21231 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2025-08-26
CO	RA	APPROVED	2023-12-14

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Coastal Equities, Inc.	Baltimore	MD	04/2016	09/2016
Jemma Financial Services D/B/A Foundry Wealth Advisors, Llc	Baltimore	MD	08/2016	11/2017
Ms Howells & Co	Baltimore	MD	09/2016	11/2017
Lpl Financial, Llc	Towson	MD	12/2017	12/2020
Sfg Wealth Management, Llc(Formerly:SYnergy Financial Group,Llc)	Towson	MD	12/2017	12/2020
Renewal By Andersen	Denver	CO	01/2021	10/2022
Unemployed	Castle Rock	CO	10/2022	10/2023
T. Rowe Price	Colorado Springs	CO	10/2023	Present

04/2016 → 09/2016

Coastal Equities, Inc.

Baltimore, MD
08/2016 → 11/2017

Jemma Financial Services D/B/A Foundry Wealth Advisors, Llc

Baltimore, MD
09/2016 → 11/2017

Ms Howells & Co

Baltimore, MD
12/2017 → 12/2020

Lpl Financial, Llc

Towson, MD
12/2017 → 12/2020

Sfg Wealth Management, Llc(Formerly:SYnergy Financial Group,Llc)

Towson, MD
01/2021 → 10/2022

Renewal By Andersen

Denver, CO
10/2022 → 10/2023

Unemployed

Castle Rock, CO
10/2023 → Present

T. Rowe Price

Colorado Springs, CO

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-12-06