Craig Alan Rutledge

Current Employers

Employment History

• 01/2007 → Present
  M Holdings Securities, Inc.
  Portland, OR
• 01/1996 → Present
  Visionlink Corp Ins Services, Llc
  Irvine, CA
• 01/2007 → Present
  The Visionlink Advisory Group, Inc.
  Irvine, CA
• 11/2025 → Present
  Integrity Alliance, Llc.
  Lake Forest, CA
• 11/2025 → Present
  Integrity Alliance, Llc.
  Lake Forest, CA

Previous Registrations

• 2020-05-01 → 2025-11-03
  Lion Street Advisors, Llc
  Lolo, MT
  Lake Forest, CA
  Austin, TX
• 2010-06-30 → 2020-05-04
  M Holdings Securities, Inc.
  Irvine, CA
  Portland, OR
  Lake Forest, CA
• 2007-02-22 → 2009-12-04
  Visionlink Financial Advisors, Inc.
  Irvine, CA
  Irvine, CA
• 2004-03-08 → 2007-01-03
  Signator Investors, Inc.
  Irvine, CA
  Irvine, CA
  Irvine, CA
• 2003-01-03 → 2003-03-04
  Oppenheimer & Co. Inc.
  Newport Beach, CA
• 2001-05-11 → 2003-01-03
  Cibc World Markets Corp.
  Newport Beach, CA

Other Businesses

1)VISIONLINK CORPORATE INSURANCE SERVICES, DBA, VISIONLINK FINANCIAL GROUP, DBA VISIONLINK FINANCIAL STRATEGIES POSITION: Owner NATURE: This is our Lion Street firm and occasionally we sell non-variable insurance policies. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2007 ADDRESS: 23201 Lake Center Dr, Ste 207, Lake Forest CA 92630, United States DESCRIPTION: Sell non-variable insurance 2)VISIONLINK ADVISORY GROUP AND VISIONLINK DIGITAL, DBA PAYDESIGN, LLC POSITION: Employee NATURE: Provide compensation consulting and Software for Company Incentive Plan Management INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2007 ADDRESS: 23201 Lake Center Dr, Ste 207, Lake Forest CA 92630, United States DESCRIPTION: Consult with business clients in designing incentive plans and assist with ongoing operation and communication of these plans.

Exams

• S66 Uniform Combined State Law Examination
  1999-01-11