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

Nov 27, 2002earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

3

Designations

Certified Financial Planner

Exams

S66

First exam

Nov 27, 2002

First registration

Mar 19, 2003

Dual registered

no

IAPD individual key

4573758

• Occurred

  Jun 28, 2023
  Advisor changed firm

  John Tarkington Christy left Osaic Wealth, Inc. for Craft & Sage Wealth (registered 2023-06-14)

  Form ADVobserved 5 days ago
• Occurred

  Jul 6, 2022
  Advisor changed firm

  John Tarkington Christy left Premier Financial Partners, Llc for Osaic Wealth, Inc. (registered 2009-02-10)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:47027626-028e-ccf7-b73a-ab7bd1b8879b

First observed

Mar 19, 2003

Last observed

Sep 14, 2026 6 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.