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
Brian Grant Craig
Certified Financial Planner
Feed of 09/14/2026
Also filed as Brian Grant Craig
At current firm
0 y
since Dec 9, 2025
In the industry
23 y
since Oct 1, 2002 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Raymond James Financial Services Advisors, Inc BD affiliated currentsince Dec 9, 2025 · Green Bay, Wi
- Commonwealth Financial Network national BDDec 13, 2024 to Dec 1, 2025 · De Pere, Wi
- Wintrust Investments formerFeb 24, 2017 to Dec 18, 2024 · Appleton, Wi
- Morgan Stanley wirehouseJun 1, 2009 to Mar 1, 2017 · Green Bay, Wi
- Citigroup Global Markets Inc. BD affiliatedJan 10, 2003 to Jun 1, 2009 · Green Bay, Wi
Moves
a registration end followed by a registration begin elsewhere
- Commonwealth Financial Network to Raymond James Financial Services Advisors, Incleft Dec 1, 2025, registered Dec 9, 2025 (8 days) · Affiliated broker-dealer or bank to another · moved with a team
- Wintrust Investments to Commonwealth Financial Networkleft Dec 18, 2024, registered Dec 13, 2024 (-5 days) · RIA to affiliated broker-dealer or bank
- Morgan Stanley to Wintrust Investmentsleft Mar 1, 2017, registered Feb 24, 2017 (-5 days) · Other
- Citigroup Global Markets Inc. to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
Signals
- Brian Grant Craig left Commonwealth Financial Network for Raymond James Financial Services Advisors, Inc (registered 2025-12-09)Dec 1, 2025 · Advisor changed firm · fact
- Brian Grant Craig left Wintrust Investments for Commonwealth Financial Network (registered 2024-12-13)Dec 18, 2024 · Advisor changed firm · fact
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address