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CRD 284220
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| CRAIG GORDON WEAR | Certified Financial Planner | ARVADA, CO | 5 | 40 | 3 | no |
| Derrick Allan DeHays | Certified Financial Planner | ARVADA, CO | 3 | 26 | 8 | no |
| DANIEL ROGER JANDRO | Certified Financial Planner | Eagen, MN | 2 | 16 | 2 | no |
| MATTHEW ERIC STOCKBURGER | Certified Financial Planner | Wilmington, NC | 2 | 10 | 7 | no |
| Stephen John Avery | Certified Financial Planner|Chartered Financial Consultant | Sarasota, FL | 2 | 26 | 4 | no |
| Marc Edward Fauler | Certified Financial Planner | Delray Beach, FL | 1 | 25 | 4 | no |
| RYAN C BOYLE | Certified Financial Planner | Fort Myers, FL | 1 | 12 | 2 | no |
| PATRICK MAGNUSZEWSKI | Certified Financial Planner | Langhorne, PA | 1 | 13 | 2 | no |
| BRANDON DECKARD | Certified Financial Planner | Lakewood, CO | 1 | 11 | 6 | no |
| Betty Davis | Certified Financial Planner | Salem, VA | 1 | 18 | n/a | no |
| Sean R Meyeres | Certified Financial Planner | Scottsdale, AZ | 1 | 20 | 6 | no |
| CHAD MORTIMORE | Certified Financial Planner | Sparks, NV | 0 | 14 | 3 | no |
| Ralph Taylor Rigler | Certified Financial Planner | Boca Raton, FL | ARVADA, CO | 0 | 10 | 5 | no |
| Marc Russell | Certified Financial Planner | Provo, UT | 0 | 19 | 2 | no |
| Garrett Edward Leet | Certified Financial Planner | Nashville, TN | 0 | 13 | 3 | no |
| JOSEPH PATRICK HENNINGER | Certified Financial Planner | Tampa, FL | 0 | 12 | 1 | no |
| Kristen L Barker | Certified Financial Planner | Barto, PA | 0 | 11 | 4 | no |
| TYSON FULLER | Certified Financial Planner | San Marcos, TX | 0 | 13 | 5 | no |
| Dylan M Niklason | Certified Financial Planner | Brandon, SD | 0 | 10 | n/a | no |
| RYAN COLLIER | Certified Financial Planner | West Allies , WI | 0 | 12 | 4 | no |
| Jacob A Smith | Certified Financial Planner | Weeki Wachee , FL | 0 | 14 | 2 | no |
| JUSTIN WILKE | Certified Financial Planner | Saint Louis, MO | 0 | 11 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| WEAR, CRAIG, GORDON | OWNER/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISER REPRESENTATIVE | E | yes | 05/2016 | Jun 2, 2016 | Sep 16, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 24, 2026 | $0 | $0 | 14 | 12 | 16 | n/a | n/a |
| 2024 | Mar 31, 2025 | $0 | $0 | 14 | 12 | 11 | n/a | n/a |
| 2023 | Mar 20, 2024 | n/a | n/a | 9 | 7 | 6 | n/a | n/a |
| 2019 | Mar 31, 2020 | n/a | n/a | 1 | 1 | 0 | n/a | n/a |
| 2018 | Mar 26, 2019 | n/a | n/a | 1 | 1 | 0 | n/a | n/a |
| 2017 | Feb 7, 2018 | n/a | n/a | 3 | 1 | 0 | n/a | n/a |
| 2016 | Mar 30, 2017 | $23.5M | $0 | 2 | 1 | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 10 | 3 | 7 | 13.6% | 2 | 0 | 0 | 27 | 11 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0 | $0 | n/a | n/a | n/a | 14 | 14 | 16 | 11 |