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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)40 years in industry

CRAIG ROBERT WATANABE

Advisor at DIVERSIFY ADVISORY SERVICES, LLC

LA CANADA, CA | SOUTH JORDAN, UT

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Search this name across graphsid dfx:ria:62eb00bf-b0a5-a993-72f6-e9b54a00e972

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Feb 22, 2000 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: DIVERSIFY ADVISORY SERVICES, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 19, 1986earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Aug 19, 1986
First registration: Feb 22, 2000
Dual registered: yes, broker-dealer
Other names: CRAIG ROBERT WATANABE|CRAIG R WATANABE
IAPD individual key: 1177960

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
DIVERSIFY ADVISORY SERVICES, LLC	Bd affiliated wealth	Sep 5, 2023	n/a	yes	LA CANADA, CA\|SOUTH JORDAN, UT	Current employment
AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC	Former SEC adviser	Aug 8, 2017	Jul 2, 2018	no	LOS ANGELES, CA	Previous registration
PENSION ARCHITECTS ADVISORY GROUP, LLC	Former SEC adviser	Jun 22, 2011	Sep 5, 2013	no	PASADENA, CA	Previous registration
NRP ADVISORS, INC.	n/a	Oct 28, 2008	Oct 13, 2009	no	PASADENA, CA	Previous registration
BRIDGE ADVISORY LLC	Former SEC adviser	Oct 21, 2008	Aug 31, 2017	no	PASADENA, CA\|PASADENA, CA	Previous registration
PENNIALL & ASSOCIATES, INC.	n/a	Jul 30, 2008	Nov 20, 2008	no	PASADENA, CA	Previous registration
NRP FINANCIAL, INC.	n/a	May 30, 2008	Oct 28, 2008	no	BRYAN, OH\|PASADENA, CA\|PASADENA, CA	Previous registration
WESTERN INTERNATIONAL SECURITIES	Former SEC adviser	Feb 22, 2000	Oct 9, 2009	no	Pasadena, CA\|PASADENA, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC	DIVERSIFY ADVISORY SERVICES, LLC	Jul 2, 2018	Sep 5, 2023	1,891	Firm change after gap	RIA to ibd
BRIDGE ADVISORY LLC	NRP ADVISORS, INC.	Aug 31, 2017	Oct 28, 2008	-3,229	Firm change after gap	Other
PENSION ARCHITECTS ADVISORY GROUP, LLC	AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC	Sep 5, 2013	Aug 8, 2017	1,433	Firm change after gap	Other
NRP ADVISORS, INC.	PENSION ARCHITECTS ADVISORY GROUP, LLC	Oct 13, 2009	Jun 22, 2011	617	Firm change after gap	Other
WESTERN INTERNATIONAL SECURITIES	NRP FINANCIAL, INC.	Oct 9, 2009	May 30, 2008	-497	Firm change after gap	Other
PENNIALL & ASSOCIATES, INC.	BRIDGE ADVISORY LLC	Nov 20, 2008	Oct 21, 2008	-30	Firm change	Other
NRP FINANCIAL, INC.	PENNIALL & ASSOCIATES, INC.	Oct 28, 2008	Jul 30, 2008	-90	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
160322:326060:CA:2018-06-25	Jul 2, 2018	Sep 5, 2023	LOS ANGELES, CA	Firm change after gap

Relationships

Registered with (8)

→ DIVERSIFY ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Sep 5, 2023 to presentfactForm ADV
→ AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Aug 8, 2017 to Jul 2, 2018factForm ADV
→ BRIDGE ADVISORY LLCRegistered adviserregistration: previous registration
Oct 21, 2008 to Aug 31, 2017factForm ADV
→ PENSION ARCHITECTS ADVISORY GROUP, LLCRegistered adviserregistration: previous registration
Jun 22, 2011 to Sep 5, 2013factForm ADV
→ NRP ADVISORS, INC.Registered adviserregistration: previous registration
Oct 28, 2008 to Oct 13, 2009factForm ADV
→ WESTERN INTERNATIONAL SECURITIESRegistered adviserregistration: previous registration
Feb 22, 2000 to Oct 9, 2009factForm ADV
→ PENNIALL & ASSOCIATES, INC.Registered adviserregistration: previous registration
Jul 30, 2008 to Nov 20, 2008factForm ADV
→ NRP FINANCIAL, INC.Registered adviserregistration: previous registration
May 30, 2008 to Oct 28, 2008factForm ADV

Dated events

No dated event names this entity yet.