Paul Catlow Crawford

Current Employers

Employment History

• 01/2016 → 01/2020
  Lincoln Financial Advisors
  Campbell, CA
• 02/2020 → Present
  Lpl Financial, Llc
  San Ramon, CA
• 02/2020 → 07/2026
  Strategic Wealth Advisors Group, Llc
  San Ramon, CA
• 06/2026 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Previous Registrations

• 2020-02-04 → 2026-06-26
  Mariner Advisor Network
  San Ramon, CA
• 2016-02-01 → 2020-02-04
  Osaic Fa, Inc.
  Campbell, CA
  San Ramon, CA
  Addison, TX
  Addison, TX
  Danville, CA
• 2006-09-08 → 2016-02-08
  Ameriprise Financial Services, Llc
  Walnut Creek, CA
  Pleasanton, CA
• 2006-04-11 → 2006-09-13
  Woodbury Financial Services, Inc.
  San Ramon, CA
  San Ramon, CA

Other Businesses

1. 02/07/2020 - Unique Planning - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 1/2020 - 160 hours per month/ 8 hours during trading - I provide investment advisory services through Strategic Wealth Advisors Group, LLC, an independent investment advisor firm. I started this business activity in 02/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 02/7/2020 - Unique Planning (S Corp) - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 1/2020 - 2-4 During Securities Trading - Time Spent 40% - Selling Group Benefits. 3. 02/7/2020 - Unique Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 8 Hours During Securities Trading - Time Spent 60%. 4. 2/26/2021 - Unique Planning Insurance Solutions LLC dba UP Benefits Insurance Solutions - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 02/23/2021 - 10 Hours Per Month/2 Hours During Securities Trading - Selling Group Benefits. 5. 08/26/2025- Unique Planning - Registered Investment Advisor DBA- INV Related- At Reported Business Location(s)- Start date 01/01/2024- 160 Hours Per Month-160 Hours During Trading-I provide investment advisory services through Mariner Independent Advisor Network, LLC, LLC, an independent investment advisor firm. I started this business activity in 8/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 06/30/2026 - Private Advisor Group - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - 160 hours per month/ during trading -I provide investment advisory services through Private Advisor Group, LLC an independent investment advisor firm. I started this business activity in 6/2026 expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-03-28
• S63 Uniform Securities Agent State Law Examination
  2004-05-17

Other Names

• Paul Crawford
• Paul John Crawford