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RIA / WealthAdvisorChartered Financial Consultant32 years in industry

CHARLES ARTHUR PETTIT

Advisor at CSP FINANCIAL GROUP LLC

SCOTTSDALE, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ecef6939-9eba-2d82-6f66-953bf32037e7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Apr 13, 2011 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: CSP FINANCIAL GROUP LLC
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: Jun 1, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 4
Designations: Chartered Financial Consultant
Exams: S65|S63
First exam: Aug 12, 1994
First registration: Apr 13, 2011
Dual registered: no
Other names: CHARLES PETTIT
IAPD individual key: 2488074

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
CSP FINANCIAL GROUP LLC	Independent wealth	Nov 18, 2020	n/a	yes	SCOTTSDALE, AZ	Current employment
LIFETYME FINANCIAL ADVISORS, LLC	State registered	Mar 12, 2012	Jan 20, 2021	no	FREDERICK, MD\|SCOTTSDALE, AZ\|FREDERICK, MD\|SCOTTSDALE, AZ	Previous registration
INTEGRITY ALLIANCE, LLC	Bd affiliated wealth	Apr 13, 2011	Dec 13, 2011	no	FREDERICK, MD\|Urbandale, IA\|FREDERICK, MD	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
LIFETYME FINANCIAL ADVISORS, LLC	CSP FINANCIAL GROUP LLC	Jan 20, 2021	Nov 18, 2020	-63	Firm change after gap	Other
INTEGRITY ALLIANCE, LLC	LIFETYME FINANCIAL ADVISORS, LLC	Dec 13, 2011	Mar 12, 2012	90	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
159809:310819:AZ:2021-01-20	Jan 20, 2021	Nov 18, 2020	SCOTTSDALE, AZ	Firm change after gap

Relationships

Registered with (3)

→ CSP FINANCIAL GROUP LLCRegistered adviserregistration: current employment
Nov 18, 2020 to presentfactForm ADV
→ LIFETYME FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 12, 2012 to Jan 20, 2021factForm ADV
→ INTEGRITY ALLIANCE, LLCRegistered adviserregistration: previous registration
Apr 13, 2011 to Dec 13, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ecef6939-9eba-2d82-6f66-953bf32037e7
First observed: Apr 13, 2011
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.

CHARLES ARTHUR PETTIT

Advisor at CSP FINANCIAL GROUP LLC

SCOTTSDALE, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ecef6939-9eba-2d82-6f66-953bf32037e7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:57 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CSP FINANCIAL GROUP LLC

Independent wealth

Nov 18, 2020

n/a

yes

SCOTTSDALE, AZ

Current employment

LIFETYME FINANCIAL ADVISORS, LLC

State registered

Mar 12, 2012

Jan 20, 2021

FREDERICK, MD|SCOTTSDALE, AZ|FREDERICK, MD|SCOTTSDALE, AZ

Previous registration

INTEGRITY ALLIANCE, LLC

Bd affiliated wealth

Apr 13, 2011

Dec 13, 2011

FREDERICK, MD|Urbandale, IA|FREDERICK, MD

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

LIFETYME FINANCIAL ADVISORS, LLC

CSP FINANCIAL GROUP LLC

Jan 20, 2021

Nov 18, 2020

-63

Firm change after gap

Other

INTEGRITY ALLIANCE, LLC

LIFETYME FINANCIAL ADVISORS, LLC

Dec 13, 2011

Mar 12, 2012

Firm change

Other

Team

Left

Joined

From

Kind

159809:310819:AZ:2021-01-20

Jan 20, 2021

Nov 18, 2020

SCOTTSDALE, AZ

Firm change after gap