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RIA / WealthAdvisordual registered (broker-dealer)27 years in industry

CRAIG GIOVANNI BODDEN

Advisor at ARETE WEALTH ADVISORS, LLC

SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:b20f2828-6d35-d2c8-5981-097642d403ea

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 19, 2001 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: ARETE WEALTH ADVISORS, 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: Apr 29, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 17derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Apr 29, 1999
First registration: Oct 19, 2001
Dual registered: yes, broker-dealer
IAPD individual key: 3209902

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
ARETE WEALTH ADVISORS, LLC	Bd affiliated wealth	May 1, 2009	n/a	yes	SAN FRANCISCO, CA	Current employment
PRIVATE WEALTH ADVISORS, INC.	n/a	Jan 12, 2009	Mar 19, 2009	no	SAN FRANCISCO, CA	Previous registration
PRIVATE CONSULTING GROUP, INC.	n/a	Jul 31, 2006	Dec 31, 2008	no	SAN FRANCISCO, CA	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Oct 19, 2001	Aug 7, 2006	no	SAN FRANCISCO, CA\|SAN FRANCISCO, 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
PRIVATE WEALTH ADVISORS, INC.	ARETE WEALTH ADVISORS, LLC	Mar 19, 2009	May 1, 2009	43	Firm change	Other
PRIVATE CONSULTING GROUP, INC.	PRIVATE WEALTH ADVISORS, INC.	Dec 31, 2008	Jan 12, 2009	12	Firm change	Other
NFP ADVISOR SERVICES, LLC	PRIVATE CONSULTING GROUP, INC.	Aug 7, 2006	Jul 31, 2006	-7	Firm change	Other

Relationships

Registered with (4)

→ ARETE WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
May 1, 2009 to presentfactForm ADV
→ PRIVATE WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Jan 12, 2009 to Mar 19, 2009factForm ADV
→ PRIVATE CONSULTING GROUP, INC.Registered adviserregistration: previous registration
Jul 31, 2006 to Dec 31, 2008factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Oct 19, 2001 to Aug 7, 2006factForm ADV

Dated events

No dated event names this entity yet.