AdFi
CA

Christopher Allan Owens

Investment Adviser Representative at BLUE ROCK Financial Group

Rehoboth Beach, DECRD #5312759Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
Exams Passed
7

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Christopher Allan Owens is an investment adviser representative with BLUE ROCK Financial Group in Rehoboth Beach, DE, where they have been registered since 2025. They have worked in the securities industry since 2008 and have been registered with 6 firms, including Wealthspire Advisors and Morgan Stanley. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Delaware and Maryland.

Office

37458 Oyster House Road
Rehoboth Beach, DE 19971

Advisors at this office: 4

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Delaware, Maryland

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 10/3/2017
Series 65
Uniform Investment Adviser Law Examination
Passed 1/11/2008
Series 7
General Securities Representative Examination
Passed 3/27/2024
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/27/2024
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/13/2017
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 6/4/2007

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

BLUE ROCK Financial GroupCurrent
7/8/2025 – Rehoboth Beach, DE
Wealthspire Advisors
1/5/2021 – 6/24/2025Potomac, MD
Wealthspire Advisors
1/9/2018 – 12/31/2020Potomac, MD
Morgan Stanley
9/26/2017 – 12/19/2017Potomac, MD
Spire Wealth Management, LLC
11/23/2016 – 12/8/2016Mclean, VA
Convergent Wealth Advisors, LLC
5/19/2011 – 10/31/2016Potomac, MD
Wells Fargo Advisors, LLC
2/12/2008 – 5/17/2011Gaithersburg, MD

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Spire Wealth Management
    Nov 2016 – Dec 2016McLean, VA
  2. Morgan Stanley
    May 2017 – Dec 2017Potomac, MD
  3. Unemployed
    Dec 2016 – May 2017Boonsboro, MD
  4. Wealthspire Capital, LLC
    Jan 2018 – Jun 2020Rockville, MD
  5. Wealthspire Advisors
    Dec 2017 – Jun 2025Potomac, MD
  6. Dravo Bay, LLC dba Blue Rock Financial Group
    Jun 2025 – Sep 2026Rehoboth Beach, DE
  7. Alphacore Capital LLC
    Oct 2026 – no end date reportedLa Jolla, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About BLUE ROCK Financial Group

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable Organizations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
5
Offices listed on AdvisorFinder:
2
Main office:
Rehoboth Beach, DE
SEC file number:
801-117998

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 26, 2026

View full firm profile

Other advisors at BLUE ROCK Financial Group

4 other advisors in the directory

View BLUE ROCK Financial Group firm profile

Similar advisors in Rehoboth Beach, DE

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Christopher Allan Owens has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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