Elijah Christensen has been an investment adviser representative at Sun Financial since November 2024, and is not listed among the firm’s executive officers or direct owners. Elijah Christensen holds a Degree in Finance from the University of Hawaii – Shidler College of Business.
Sun Financial, Inc. is a Midvale, UT firm with $217M under management, 380 clients and 3 advisers in one office, as of its September 2026 filing.
Elijah Christensen is Wealth Advisor of Presidio Wealth Management. He has over 17 years in the financial services industry, in investment management, business development and investor education. He has made leadership contributions at AXA Advisors, TD Ameritrade, E*Trade Capital Management and Morgan Stanley.
Elijah Christensen’s longest registration was 7 years at E*trade Capital Management, LLC (2015–2023). Before joining Sun Financial in 2024, Elijah Christensen was registered through Onedigital Investment Advisors and Morgan Stanley.
- Presidio Wealth ManagementCurrent– present · 1 yearMidvale, UT · Adviser representative · Firm CRD 333404
- Onedigital Investment Advisors– · under a yearMidvale, UT · Adviser representative · Firm CRD 106766
- Morgan Stanley– · 1 yearSandy, UT · Adviser representative · Firm CRD 149777
- E*trade Capital Management, LLC– · 7 yearsSandy, UT · Adviser representative · Firm CRD 42159
- Amerivest Investment Management, LLC– · 2 yearsDraper, UT · Adviser representative · Firm CRD 111514
- TD Ameritrade, Inc.– · 2 yearsDraper, UT · Adviser representative · Firm CRD 7870
- Axa Advisors, LLC– · 3 yearsHonolulu, HI · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Elijah Christensen is registered as an investment adviser representative in Utah, since November 2024.
- UtahSince 20 November 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 10 | General Securities Sales Supervisor - General Module Examination | 4 January 2021 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 26 October 2020 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 6 November 2009 |
| Series 66 | Uniform Combined State Law Examination | 8 February 2008 |
| Series 7 | General Securities Representative Examination | 28 January 2008 |
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 5466872
- Firm
- Sun Financial · CRD 333404
- Office
- 6967 SOUTH RIVER GATE DRIVE, SUITE 102, Midvale, UT 84047
- Registration
- Investment adviser registration
- In the industry since
- August 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- presidiowealth.com
Where does Elijah Christensen work?
Elijah Christensen is an investment adviser representative registered through Sun Financial, Inc. since November 2024, and is not listed among the firm’s executive officers or direct owners.
Is Elijah Christensen a financial advisor?
Yes. Elijah Christensen has a current investment-adviser registration in Utah, through Sun Financial since November 2024.
How many years of experience does Elijah Christensen have?
Elijah Christensen has 17 years in the financial industry, since August 2009, across 7 adviser firms.
What exams has Elijah Christensen passed?
Elijah Christensen has passed 5 licensing exams: the Series 7, Series 66, Series 24, Series 9 and Series 10. The earliest, the Series 7, was passed in January 2008. FINRA credited Elijah Christensen with the SIE, which began in October 2018.
Where did Elijah Christensen work before Sun Financial?
Before Sun Financial, Elijah Christensen was registered through Morgan Stanley, December 2022 to June 2024; E*trade Capital Management, LLC, September 2015 to September 2023; Amerivest Investment Management, LLC, September 2012 to August 2015; TD Ameritrade, Inc., September 2012 to August 2015; Axa Advisors, LLC, February 2008 to May 2011.
Where is Elijah Christensen based?
Elijah Christensen’s registered office is in Midvale, UT.
Is Elijah Christensen registered with FINRA?
No. Elijah Christensen has no current broker registration.
How can I verify Elijah Christensen’s record?
Search CRD 5466872 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Elijah Christensen’s full registration record.