Christopher Allen Pierce

Current Employers

Employment History

• 01/2017 → Present
  Preferred Financial Group
  Fort Wayne, IN
• 11/2016 → 01/2017
  Wells Fargo Bank
  Auburn, IN
• 03/2015 → 11/2016
  Wells Fargo Bank
  Fort Wayne, IN
• 08/2017 → 10/2024
  American Portfolios
  Fort Wayne, IN
• 06/2017 → Present
  Christopher Pierce Insurance Sales
  Fort Wayne, IN
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2018-12-17 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

1. PREFERRED FINANCIAL GROUP, NOT INVESTMENT-RELATED, 11130 COLDWATER ROAD, SUITE 103, FORT WAYNE, IN 46845, ACCOUNTING, PARTNER, 01/2017, 80 HOURS/MONTH, 60 HOURS/MONTH DURING SECURITIES TRADING HOURS, PREPARE TAX RETURNS ------- 2. CHRISTOPHER PIERCE INSURANCE SALES, NOT INVESTMENT-RELATED, 11130 COLDWATER ROAD, SUITE 103, FORT WAYNE, IN 46845, INSURANCE, OWNER, 06/2017, 10 HOURS/MONTH, 5 HOURS/MONTH DURING SECURITIES TRADING HOURS, SELL INSURANCE PRODUCTS 3. PREFERRED FINANCIAL GROUP POSITION: Tax Preparer NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 01/01/2017 ADDRESS: 11130 COLDWATER ROAD, SUITE 103, FORT WAYNE IN 46845, United States DESCRIPTION: Prepare Tax Returns 4. PREFERRED WEALTH MANAGEMENT, INC. POSITION: Owner NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2020 ADDRESS: 11130 Coldwater Road, Suite 103, Fort Wayne IN 46845, United States DESCRIPTION: CFO - Entity created for business expenses 5. PIERCE GROUP, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/28/2022 ADDRESS: 11130 Coldwater Road, Suite 103, Fort Wayne IN 46845, United States DESCRIPTION: Used for business expenses 6. CHRIS PIERCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/01/2017 ADDRESS: 11130 Coldwater Road, Suite 103, Fort Wayne IN 46845, United States DESCRIPTION: Agent - Insurance Sales 7. NOTARY PUBLIC POSITION: Notary Public NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/04/2024 ADDRESS: 11130 Coldwater Road, Suite 103, Fort Wayne IN 46845, United States DESCRIPTION: Notary Public

Exams

• S66 Uniform Combined State Law Examination
  2018-11-27

Other Names

• Christopher Allen Pierce
• Christopher A. Pierce