Craig Matthew Stanley

Current Employers

Employment History

• 04/2007 → Present
  Summit Group Of Virginia
  Virginia Beach, VA
• 04/2007 → 01/2023
  Ameritas Investment Corp
  Lincoln, NE
• 04/2007 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 03/2017 → Present
  Summit Group 401(K) Consulting
  Virginia Beach, VA
• 06/2021 → Present
  The Ascent Group, Llc
  Virginia Beach, VA
• 02/2023 → 08/2024
  Triad Advisors
  Norcross, GA
• 07/2023 → Present
  Alera Investment Advisors
  Deerfield, IL
• 08/2024 → Present
  Osaic Wealth, Inc.
  Virginia Beach, VA

Previous Registrations

• 2008-05-30 → 2021-06-09
  Ameritas Investment Company, Llc
  Cincinnati, OH
  Lincoln, NE
  Virginia Beach, VA
  Freeport, NY

Other Businesses

1) ALERA GROUP, INC POSITION: Lead partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 01/02/2023 ADDRESS: 3 Parkway N, Suite 500, Deerfield IL 60015, United States DESCRIPTION: As an associate with Alera Group, Inc., I will continue to operate as I do today with my clients. I will continue to act as a RR, IAR, and insurance agent as applicable to continue serving my existing clients as well as new clients. 2) THE ASCENT GROUP, LLC POSITION: IAR NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/15/2021 ADDRESS: 192 Ballard Court, Suite 400, Virginia Beach VA 23462, United States DESCRIPTION: As an investment advisor representative, I will provide investment advice in return for an advisory fee. 3) BALLARD SUMMIT, LLC POS: member NATURE: Purchase of Building for our company. The building is being purchased as our lease is expiring. We need more space and owning this building is a chance to continue to operate and build value. I will receive no compensation but hope to profit by building equity. The other members of Ballard Summit LLC are close friends and family. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2022 ADDY: Virginia Beach VA 23462 4) FIXED INSURANCE POSITION: Agent NATURE: Insurance Agency Sale of Fixed Insurance Products INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 01/02/1990 ADDRESS: 192 Ballard Court, Suite 400, Virginia Beach VA 23462, United States DESCRIPTION: Sales 5) SUMMIT GROUP 401(K) POS: Lead Partner NATURE: DBA for 401(k) business/retirement plans INVESTMENT RELATED: Yes # OF HRS: 140 SECURITIES TRADING HRS: 130 START DATE: 1/1/12 ADDY: Virginia Beach VA 23462 DESCRIPT: Retirement Plan advisor/consulting providing fiduciary services, investment oversight, plan design, fiduciary governance, fee benchmarking, and employee education/advice. These services are provided as part of my employment agreement with Alera Group, LLC 6)SUMMIT GROUP OF VIRGINIA POSITION: Lead Partner NATURE: DBA - My agency sold its assets to Alera Group, inc. I am employed by Alera Group, Inc and am doing business under that name INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 01/02/2023 ADDRESS: 192 Ballard Court, Suite 400, Virginia Beach VA 23462, United States DESCRIPTION: As an associate with Alera Group, Inc I will continue to operate as I do today with my clients. I will continue to act as an RR, IAR, and insurance agent as applicable to continue servicing my existing clients as well as new clients. We do business as Summit Group of Virginia 7)Summit Group of Virginia, LLP;Investment related: yes; Virginia Beach, VA 23462; Nature or Structure of Business: Holding Company for stock owned in Alera Group Inc; Position: Owner; Start date: 01/13/23; hours per month: 1; securities trading hours 1; Duties: Shareholder 8) SUMMIT PARTNERS, LLC POS: Member NATURE: LLC INVESTMENT RELATED: Yes # OF HRS: 1 SECURITIES TRADING HRS: 1 START DATE: 1/23/19 ADDY: Virginia Beach VA 23462 DESCRIPT: no duties/responsibilities 9) ALERA INVESTMENT ADVISORS POSITION: IAr NATURE: Alera Investment Advisors is an SEC Registered RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 07/15/2023 ADDRESS: 3 Parkway North, suite 500, Deerfield IL 60015, United States DESCRIPTION: As an investment adviser representative I will provide investment advice to clients in return for an advisory fee 10) SGVA HOLDINGS: POS: Owner NATURE: Holding Company for stock owned in Alera Group, LLC INVESTMENT RELATED: Yes # OF HRS: 0 SECURITIES TRADING HRS: 0 START DATE: 1/2/23 ADDY: Virginia Beach VA 23462 DESCRIPTION: Shareholder

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-04-28
• S63 Uniform Securities Agent State Law Examination
  2007-06-05

Other Names

• Craig Stanley