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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2002-09-11 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
1848 Old Rt. 35 East, Xenia, OH 45385 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners Financial Services | Scottsdale | AZ | 06/2002 | Present |
| Craig S. Wright, Llc Financial Guidance For Educators | Xenia | OH | 05/2014 | Present |
| 360 Growth Partners, Llc | Xenia | OH | 04/2023 | 09/2025 |
| Craig S. Wright Independent Insurance | Xenia | OH | 03/1997 | Present |
| Catalyst 7 Group | Washington C.H. | OH | 01/2019 | 09/2023 |
| Craig S. Wright | Xenia | OH | 04/2021 | Present |
| Xenia Bethel Community Church | Xenia | OH | 11/2024 | Present |
1.) CRAIG S. WRIGHT INDEPENDENT INSURANCE - INDEPENDENT AGENT - NON-VARIABLE INSURANCE - XENIA, OH - SINCE 03/1997 - INVESTMENT RELATED 2.) CRAIG S. WRIGHT, LLC FINANCIAL GUIDANCE FOR EDUCATORS - OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - XENIA, OH - SINCE 05/2014 - INVESTMENT RELATED 3.) CRAIG S. WRIGHT LLC - OWNER - PASSTHROUGH LLC FOR TAX PURPOSES - XENIA, OH - SINCE 05/2014 - NOT INVESTMENT RELATED 4.) CRAIG S. WRIGHT - LANDLORD - MORTGAGE RELATED SERVICES - XENIA, OH - SINCE 04/2021 - INVESTMENT RELATED 5.) XENIA BETHEL COMMUNITY CHURCH - INTERIM PASTOR - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - XENIA, OH - SINCE 11/2024 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-15 |
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