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

CRAFT & SAGE 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

Jul 25, 2009earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Jul 25, 2009

First registration

Mar 6, 2013

Dual registered

no

Other names

BRIAN GLOE

IAPD individual key

5664769

• Occurred

  Jul 6, 2023
  Advisor changed firm

  Brian Olaf Gloe left Osaic Wealth, Inc. for Premier Financial Partners, Llc (registered 2017-11-15)

  Form ADVobserved 4 days ago
• Occurred

  Jul 6, 2022
  Advisor changed firm

  Brian Olaf Gloe left Premier Financial Partners, Llc for Craft & Sage Wealth (registered 2023-07-03)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:30b5cfa2-4fee-0d84-24fc-596b8872f275

First observed

Mar 6, 2013

Last observed

Sep 14, 2026 5 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.