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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant16 years in industry

CRAIG ALAN STAVELY

Advisor at TRINITY WEALTH

AURORA, CO

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Search this name across graphsid dfx:ria:eeffd120-df16-2c5d-0d89-0f7ceb36c04d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Sep 18, 2014 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: TRINITY WEALTH
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 21, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S63
First exam: Dec 21, 2009
First registration: Sep 18, 2014
Dual registered: no
Other names: CRAIG A STAVELY|Craig Stavely
IAPD individual key: 5718550

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
TRINITY WEALTH	State registered	Oct 13, 2023	n/a	yes	AURORA, CO	Current employment
PRUCO SECURITIES, LLC	No RAUM reported	Oct 27, 2021	Feb 9, 2023	no	LITTLETON, CO	Previous registration
KEEP IT SIMPLE FINANCIAL PLANNING	State registered	Jun 6, 2019	Sep 30, 2021	no	DENVER, CO	Previous registration
ENVISAGE FINANCIAL, LLC	n/a	May 4, 2018	Dec 31, 2021	no	DENVER, CO	Previous registration
PRUCO SECURITIES, LLC	No RAUM reported	Oct 17, 2016	Mar 19, 2018	no	ENGLEWOOD, CO	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Sep 18, 2014	Oct 13, 2016	no	DENVER, 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
PRUCO SECURITIES, LLC	TRINITY WEALTH	Feb 9, 2023	Oct 13, 2023	246	Firm change	Ibd to state RIA
ENVISAGE FINANCIAL, LLC	KEEP IT SIMPLE FINANCIAL PLANNING	Dec 31, 2021	Jun 6, 2019	-939	Firm change after gap	Other
KEEP IT SIMPLE FINANCIAL PLANNING	PRUCO SECURITIES, LLC	Sep 30, 2021	Oct 27, 2021	27	Firm change	Other
PRUCO SECURITIES, LLC	ENVISAGE FINANCIAL, LLC	Mar 19, 2018	May 4, 2018	46	Firm change	Other
MML INVESTORS SERVICES, LLC	PRUCO SECURITIES, LLC	Oct 13, 2016	Oct 17, 2016	4	Firm change	Other

Relationships

Registered with (5)

→ TRINITY WEALTHRegistered adviserregistration: current employment
Oct 13, 2023 to presentfactForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Oct 27, 2021 to Feb 9, 2023factForm ADV
→ ENVISAGE FINANCIAL, LLCRegistered adviserregistration: previous registration
May 4, 2018 to Dec 31, 2021factForm ADV
→ KEEP IT SIMPLE FINANCIAL PLANNINGRegistered adviserregistration: previous registration
Jun 6, 2019 to Sep 30, 2021factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Sep 18, 2014 to Oct 13, 2016factForm ADV

Dated events

Occurred
Feb 9, 2023
Advisor changed firm
Craig Alan Stavely left Pruco Securities, Llc for Trinity Wealth (registered 2023-10-13)
Form ADVobserved 6 days ago