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John William Cristee

Spyglass Investment Management

Terre Haute, IN

CRD 1276783

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Employer firm

Spyglass Investment Management CRD 122594

$156M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • GENERAL CONSULTATION SERVICES

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

Current Employers
Spyglass Investment Management

1205 South 3Rd St, Terre Haute, IN 47802 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2000-10-18
  • IN RA
    APPROVED
    Since 2000-10-18

Branch Locations

1205 South Third Street, Terre Haute, IN 47802 • 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
OrganizationCityStateFromTo
Spyglass Investment Management Terre Haute IN 06/2000 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-06-18
S66 Uniform Combined State Law Examination 2000-08-30
S63 Uniform Securities Agent State Law Examination 1984-07-12
  • S65 Uniform Investment Adviser Law Examination
    2002-06-18
  • S66 Uniform Combined State Law Examination
    2000-08-30
  • S63 Uniform Securities Agent State Law Examination
    1984-07-12
Other Names
  • John Cristee

View on SEC IAPD

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