Craig Weinstein

Current Employers

Employment History

• 10/2012 → 09/2019
  Lpl Financial, Llc
  Orinda, CA
• 05/2017 → 09/2019
  Strategic Wealth Advisors Group
  Sacramento, CA
• 09/2019 → 04/2023
  Raymond James Financial Services Advisors, Inc.
  Walnut Creek, CA
• 09/2019 → 04/2023
  Raymond James Financial Services, Inc.
  Walnut Creek, CA
• 09/2019 → 04/2023
  Concurrent Advisors
  Walnut Creek, CA
• 10/2019 → Present
  Laurus Financial Group Llc
  Walnut Creek, CA
• 04/2023 → Present
  Concurrent Investment Advisors Llc
  Walnut Creek, CA
• 05/2023 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2019-09-27 → 2023-05-26
  Raymond James Financial Services Advisors, Inc
  Walnut Creek, CA
  Walnut Creek, CA
• 2017-05-02 → 2019-09-27
  Mariner Advisor Network
  Walnut Creek, CA
• 2012-10-05 → 2017-08-21
  Lpl Financial Llc
  Walnut Creek, CA
• 2011-01-03 → 2012-10-08
  Wells Fargo Clearing Services, Llc
  Clayton, CA
  Concord, CA
  Pleasant Hill, CA
  Walnut Creek, CA
  Concord, CA
• 2006-12-04 → 2011-01-03
  Wells Fargo Investments, Llc
  Concord, CA
  Pittsburg, CA
  Pleasant Hill, CA
  Antioch, CA
  Concord, CA
  Livermore, CA
• 2006-11-06 → 2006-11-30
  Wamu Investments, Inc.
  Pleasanton, CA
  Dublin, CA
  Dublin, CA
  Pleasanton, CA
  Antioch, CA
  Antioch, CA
  Pittsburgh, CA
  Brentwood, CA
  Oakley, CA
  Antioch, CA
  Pittsburgh, CA
  Brentwood, CA
  Oakley, CA
  Antioch, CA
  Livermore, CA
  Livermore, CA
  Livermore, CA

Other Businesses

(1) Name of Business: Concurrent Investment Advisors d/b/a Laurus Financial Group Address: 1444 N. Main Street, Walnut Creek, CA, 94596, United States Activity Type: RIA Position/Title: Independent Contractor Investment Related: Yes, Start Date: 10/01/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Wealth Managment (2) Name of Business: GBS Insurance and Financial Address: 1444 N. Main Street, Walnut Creek, CA, 94596, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/29/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: They are an outside GA and will only utilize them to offer additional fixed Insurance solutions, such as IUL and immediate annuities sales. (3) Name of Business: Fixed Insurance Address: 1444 N Main St STE D, Walnut Creek, CA, 94596, United States Activity Type: Fixed Insurance/annuity Position/Title: Agent Investment Related: Yes Start Date: 4/13/2023 Hours per month devoted to this business: 5 Hours per month devoted to this business during trading hours: 5 Description of duties: Provide insurance advice based on the needs of client(s). (4) Name of Business: Strategic Capital Solutions Wealth Management Address: 1444 N. Main Street, Walnut Creek, CA, 94596, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 06/20/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: use this s corp as LLC owner

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-10-25
• S63 Uniform Securities Agent State Law Examination
  2000-06-19

Other Names

• Craig Michael Weinstein