This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

POTENTIA WEALTH

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 1, 2007earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

Jul 13, 2007

First registration

Jul 21, 2016

Dual registered

yes, broker-dealer

Other names

CRAIG STEVEN PINE|CRAIG STEVEN PINE

IAPD individual key

5326216

• Occurred

  Apr 3, 2024
  Advisor changed firm

  Craig Steven Pine left Mariner Advisor Network for Potentia Wealth (registered 2025-01-01)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:099c4c73-52ca-a1c1-66ab-c6fab9c9508b

First observed

Jul 21, 2016

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.