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Christina Marie Cannella

Birdrock Wealth

Austin, TX

CRD 3179327

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Employer firm

Birdrock Wealth CRD 138872

$146M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Birdrock Wealth

9433 Bee Cave Rd Bldg 2, Suite 203, Austin, TX 78733 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-12-23
TX RA APPROVED 2006-06-16
  • CA RA
    APPROVED
    Since 2024-12-23
  • TX RA
    APPROVED
    Since 2006-06-16

Branch Locations

9433 Bee Cave Rd Bldg 2, Suite 203, Austin, TX 78733 • 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
Birdrock Asset Management Austin TX 04/2006 Present
  • 04/2006 → Present
    Birdrock Asset Management
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-07-05
S66 Uniform Combined State Law Examination 2003-12-19
S63 Uniform Securities Agent State Law Examination 1999-02-16
  • S65 Uniform Investment Adviser Law Examination
    2006-07-05
  • S66 Uniform Combined State Law Examination
    2003-12-19
  • S63 Uniform Securities Agent State Law Examination
    1999-02-16
Other Names
  • Christina Marie Cannellashipsey
  • Christina Marie Cannella
  • Christina C Shipsey
  • Christina Shipsey Cannella
  • Christina Borger

View on SEC IAPD

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