Christopher Haddad

11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2025-07-07
CA	RA	APPROVED	2025-06-11
MD	RA	APPROVED	2025-06-11
TX	RA	APPROVED	2025-06-11
VA	RA	APPROVED	2025-06-11

Branch Locations

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

Organization	City	State	From	To
T. Rowe Price Investment Services Inc	Baltimore	MD	06/2015	10/2017
Unemployed	Winchester	CA	11/2017	09/2018
Chalice Capital Partners, Llc	San Diego	CA	10/2018	11/2019
Tc Financial	Murrieta	CA	01/2023	06/2025
Raymond James Financial Services, Inc.	Murrieta	CA	11/2019	04/2024
Raymond James Financial Services Advisors, Inc.	Murietta	CA	04/2024	06/2025
Kingswood Wealth Advisors, Llc	Temecula	CA	06/2025	Present

06/2015 → 10/2017

T. Rowe Price Investment Services Inc

Baltimore, MD
11/2017 → 09/2018

Unemployed

Winchester, CA
10/2018 → 11/2019

Chalice Capital Partners, Llc

San Diego, CA
01/2023 → 06/2025

Tc Financial

Murrieta, CA
11/2019 → 04/2024

Raymond James Financial Services, Inc.

Murrieta, CA
04/2024 → 06/2025

Raymond James Financial Services Advisors, Inc.

Murietta, CA
06/2025 → Present

Kingswood Wealth Advisors, Llc

Temecula, CA

2024-04-01 → 2025-06-16

Raymond James Financial Services Advisors, Inc

Murrieta, CA
2008-08-13 → 2012-09-27

Voya Financial Partners, Llc

Newport Beach, CA

Irvine, CA

Parker, CO

Glendale, CA
2006-11-13 → 2008-07-28

Comerica Securities

Costa Mesa, CA
2004-01-08 → 2006-08-01

Morgan Stanley Dw Inc.

San Francisc, CA

San Francisco, CA

1) H Private Wealth, no, 41593 Winchester Rd, Ste 200, Temecula, CA 92590, DBA, Advisor, 6/10/2025, 160hrs/mo, 80hrs/mo, DBA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-02-09
S63	Uniform Securities Agent State Law Examination	1999-09-24

Other Firms