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RIA / WealthAdvisordual registered (broker-dealer)67 years in industry

Craig Arnold Sorenson

Advisor at ELE ADVISORY SERVICES, INC

SOUTHFIELD, MI | Centennial, CO

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Search this name across graphsid dfx:ria:81c95290-e9c4-e19d-f342-887fab24d7f9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: Jul 7, 2008 to Sep 14, 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: ELE ADVISORY SERVICES, INC
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: Jan 1, 1959earliest registration or exam on IAPD
Years in industry: 67derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 19
Exams: S63|S65
First exam: Jan 6, 2001
First registration: Jul 7, 2008
Dual registered: yes, broker-dealer
Other names: CRAIG ARNOLD SORENSON
IAPD individual key: 1132166

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
ELE ADVISORY SERVICES, INC	Independent wealth	Feb 26, 2020	n/a	yes	SOUTHFIELD, MI\|Centennial, CO	Current employment
IP FINANCIAL ADVISORY SERVICES LLC	Independent wealth	Jan 30, 2020	Feb 24, 2020	no	Centennial, CO\|CHARLOTTE, NC	Previous registration
INNOVATION PARTNERS LLC	Independent wealth	Apr 27, 2016	Feb 25, 2020	no	Centennial, CO\|Centennial, CO\|Greenwood Village CO, CO\|CHARLOTTE, NC\|Centennial, CO\|Las Vegas, NV	Previous registration
1ST CONSUMER ADVISORY GROUP LLC	Former SEC adviser	Jan 10, 2014	Jan 25, 2016	no	GREENWOOD VILLAGE, CO	Previous registration
1ST CONSUMER ADVISORY GROUP LLC	Former SEC adviser	Jan 10, 2014	Dec 31, 2014	no	GREENWOOD VILLAGE, CO\|GREENWOOD VILLAGE, CO	Previous registration
SOUTHEAST INVESTMENTS, N.C., INC.	State registered	Mar 6, 2013	Jan 10, 2014	no	GREENWOOD VILLAGE, CO\|CHARLOTTE, NC	Previous registration
AUSDAL FINANCIAL PARTNERS, INC.	Independent wealth	Apr 27, 2012	Dec 31, 2012	no	DAVENPORT, IA\|GREENWOOD VILLAGE, CO	Previous registration
QA3 FINANCIAL LLC	n/a	Mar 17, 2009	Oct 28, 2010	no	CENTENNIAL, CO\|OMAHA, NE\|ENGLEWOOD, CO	Previous registration
TRANSAMERICA FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Jul 7, 2008	Mar 26, 2009	no	CENTENNIAL, CO\|ST. PETERSBURG, FL\|CENTENNIAL, CO	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
INNOVATION PARTNERS LLC	IP FINANCIAL ADVISORY SERVICES LLC	Feb 25, 2020	Jan 30, 2020	-26	Firm change	Ibd to RIA
IP FINANCIAL ADVISORY SERVICES LLC	ELE ADVISORY SERVICES, INC	Feb 24, 2020	Feb 26, 2020	2	Firm change	RIA to RIA
1ST CONSUMER ADVISORY GROUP LLC	INNOVATION PARTNERS LLC	Jan 25, 2016	Apr 27, 2016	93	Firm change	Other
SOUTHEAST INVESTMENTS, N.C., INC.	1ST CONSUMER ADVISORY GROUP LLC	Jan 10, 2014	Jan 10, 2014	0	Firm change	Other
AUSDAL FINANCIAL PARTNERS, INC.	SOUTHEAST INVESTMENTS, N.C., INC.	Dec 31, 2012	Mar 6, 2013	65	Firm change	Other
QA3 FINANCIAL LLC	AUSDAL FINANCIAL PARTNERS, INC.	Oct 28, 2010	Apr 27, 2012	547	Firm change after gap	Other
TRANSAMERICA FINANCIAL ADVISORS, LLC	QA3 FINANCIAL LLC	Mar 26, 2009	Mar 17, 2009	-9	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
169633:146344:CO:2016-01-25	Jan 25, 2016	Apr 27, 2016	GREENWOOD VILLAGE, CO	Firm change

Relationships

Registered with (8)

→ ELE ADVISORY SERVICES, INCRegistered adviserregistration: current employment
Feb 26, 2020 to presentfactForm ADV
→ INNOVATION PARTNERS LLCRegistered adviserregistration: previous registration
Apr 27, 2016 to Feb 25, 2020factForm ADV
→ IP FINANCIAL ADVISORY SERVICES LLCRegistered adviserregistration: previous registration
Jan 30, 2020 to Feb 24, 2020factForm ADV
→ 1ST CONSUMER ADVISORY GROUP LLCRegistered adviserregistration: previous registration
Jan 10, 2014 to Jan 25, 2016factForm ADV
→ SOUTHEAST INVESTMENTS, N.C., INC.Registered adviserregistration: previous registration
Mar 6, 2013 to Jan 10, 2014factForm ADV
→ AUSDAL FINANCIAL PARTNERS, INC.Registered adviserregistration: previous registration
Apr 27, 2012 to Dec 31, 2012factForm ADV
→ QA3 FINANCIAL LLCRegistered adviserregistration: previous registration
Mar 17, 2009 to Oct 28, 2010factForm ADV
→ TRANSAMERICA FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 7, 2008 to Mar 26, 2009factForm ADV

Dated events

No dated event names this entity yet.