DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Craig Gordon Wear
Certified Financial Planner
Feed of 09/14/2026
At current firm
5 y
since Jan 5, 2021
In the industry
40 y
since Feb 18, 1986 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
9
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Q3 Advisors, LLC no RAUM currentsince Jan 5, 2021 · Arvada, Co
- Eagle Mountain Advisors, LLC unclassifiedMar 12, 2014 to Dec 31, 2017 · Conroe, Tx
- Wootton Financial Group Inc formerAug 28, 2003 to Mar 1, 2017 · Conroe, Tx
- Smh Capital Advisors LLC institutionalOct 24, 2002 to Jul 22, 2003 · Montgomery, Tx
Moves
a registration end followed by a registration begin elsewhere
- Eagle Mountain Advisors, LLC to Q3 Advisors, LLCleft Dec 31, 2017, registered Jan 5, 2021 (1101 days) · Other
- Wootton Financial Group Inc to Eagle Mountain Advisors, LLCleft Mar 1, 2017, registered Mar 12, 2014 (-1085 days) · Other
- Smh Capital Advisors LLC to Wootton Financial Group Incleft Jul 22, 2003, registered Aug 28, 2003 (37 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- No RAUM reportedderived
- Years in industry
- 40derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address