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Crux Wealth Advisors CRD 330731
$548M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
111 W. Ocean Blvd, 4Th Floor, Long Beach, CA 90802 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-06 |
Branch Locations
111 W. Ocean Blvd, 4Th Floor, Long Beach, CA 90802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Torrance | CA | 01/2008 | 01/2020 |
| Raymond James Financial Services, Inc. | Long Beach | CA | 01/2020 | 08/2024 |
| Raymond James Financial Services Advisors, Inc. | Long Beach | CA | 01/2020 | 08/2024 |
| Crux Wealth Advisors | Long Beach | CA | 01/2020 | Present |
| Crux Wealth Advisors | Long Beach | CA | 01/2020 | Present |
| Arete Wealth Management | Chicago | IL | 08/2024 | Present |
Crux Insurance, Insurance Sales, 10 hours per month during trading hours, Long Beach, CA, Investment related, start date: 01/2020.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-08 |
| S66 | Uniform Combined State Law Examination | 2012-07-24 |
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