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.

Current firm

AGEWISE FINANCIAL INC.

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 1, 1999earliest registration or exam on IAPD

Years in industry

26derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65

First exam

Mar 20, 2006

First registration

Mar 21, 2006

Dual registered

no

Other names

PHILIP CRAIG MISURADZE|P. CRAIG MISURADZE

IAPD individual key

5071706

• Occurred

  Nov 20, 2023
  Advisor changed firm

  Craig Philip Misuradze left Horter Investment Management, Llc for Agewise Financial Inc. (registered 2023-11-28)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d82e5cc4-7dbb-5b2b-3dee-58b381b26170

First observed

Mar 21, 2006

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.