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Advisor at CRAFT WEALTH SERVICES
NASHVILLE, TN | TAMPA, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CRAFT WEALTH SERVICES | Independent wealth | Jan 1, 2025 | n/a | yes | NASHVILLE, TN|TAMPA, FL | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Nov 17, 2020 | Jun 12, 2023 | no | CLARKSTON, MI|ROCHESTER, MI|CLARKSTON, MI|MOUNT JULIET, TN | Previous registration |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Nov 6, 2020 | Nov 17, 2020 | no | NEW YORK, NY|CLARKSTON, MI|CLARKSTON, MI | Previous registration |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Jan 6, 2010 | Oct 29, 2020 | no | CLARKSTON, MI|CLARKSTON, MI|SCOTTSDALE, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | CRAFT WEALTH SERVICES | Jun 12, 2023 | Jan 1, 2025 | 569 | Firm change after gap | Ibd to RIA |
| OSAIC WEALTH, INC. | LPL FINANCIAL LLC | Nov 17, 2020 | Nov 17, 2020 | 0 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6413:289557:TN:2023-06-12 | Jun 12, 2023 | Jan 1, 2025 | MOUNT JULIET, TN | Firm change after gap |
| 23131:6413:MI:2020-10-21 | Nov 17, 2020 | Nov 17, 2020 | CLARKSTON, MI | Firm change |