Craig Louis Martucci

Current Employers

Employment History

• 08/2014 → Present
  Kestra Investment Services, Llc
  Salt Lake City, UT
• 08/2014 → Present
  Kestra Private Wealth Services, Llc
  Salt Lake City, UT

Previous Registrations

• 2000-07-12 → 2014-08-11
  Rbc Capital Markets, Llc
  Salt Lake City, UT
  Salt Lake City, UT

Other Businesses

Name: boys and girls club Investment Related: No Address: 669 south 200 east salt lake city UT 84111 Nature of Business: Community/Charitable/Civic Position, Title or Relationship: Member Start Date: 5/15/2012 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: helping raise awareness and funds for the charity Name: dba Martucci Adams Wealth Advisors Investment Related: Yes Address: 6340 South 3000 East, Ste. 350 Salt Lake City UT 84131 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through an independent outside RIA Position, Title or Relationship: Other, Consultant Start Date: 6/26/2014 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: reg rep- financial services Name: Elevated Private Wealth Advisors (EPWA) Investment Related: Yes Address: 6340 south 3000 east, suite 350 salt lake city UT 84121 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through an independent outside RIA Position, Title or Relationship: Managing Partner, IAR Start Date: 4/1/2020 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Giving investment advice Name: TUCCI HOLDINGS POSITION: Landlord NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2022 ADDRESS: 5384 west esher street, Herriman UT 84096, United States DESCRIPTION: I own the home he lives in, he pays rent and maintains the home. Name: MOUNTAIN RIDGE HIGHSCHOOL GIRLS FOOTBALL COACH POSITION: Defense Coach NATURE: just teaching girls how to play football INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 03/04/2024 ADDRESS: 14100 south sentinel ridge blvd, Herriman UT 84096, United States DESCRIPTION: Win Name: ELEVATED INSURANCE ADVISORS POSITION: Agent, Producer NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 10/09/2024 ADDRESS: 2277 W 7200 S, 2A, Springville UT 84663 DESCRIPTION: Run quotes for clients, help them understand their coverage, make sure they have proper coverage-- this will play an important role in the financial planning process. Name: SUMMIT OAK ADVISORS POSITION: Managing Partner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/06/2026 ADDRESS: 6340 south 3000 east, suite 259, Salt Lake City UT 84121, United States DESCRIPTION: Running my Financial Advisor Business Name: SUMMIT OAK ADVISORS POSITION: Investment advisor NATURE: Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/14/2026 ADDRESS: 6340 S 3000 E STE 350, salt lake city UT 84121, United States DESCRIPTION: Providing access to my paid subscription at Wealth.com, after a Financial Consulting Meeting, to help clients completes Trust, Will, Health Care Directives and Financial Powers of Attorney. Access to Wealth.com is an in-person or Zoom meeting with me that usually takes 1-2 hours. I help them navigate the software for completion. No legal advice is offered.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-06-30
• S63 Uniform Securities Agent State Law Examination
  1998-06-23