Craig Joseph Wisner

Current Employers

Exodus Wealth, Llc

2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2020-01-03

PA RA
APPROVED

Since 2020-01-03

Branch Locations

3000 Harleysville Pike, Souderton, PA 18964 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
The Paragon Alliance Group	Souderton	PA	02/2015	Present
Fortune Financial Services, Inc	Monaca	PA	07/2015	Present
Prosperity Wealth Management, Inc.	San Ramon	CA	03/2017	Present

02/2015 → Present

The Paragon Alliance Group

Souderton, PA
07/2015 → Present

Fortune Financial Services, Inc

Monaca, PA
03/2017 → Present

Prosperity Wealth Management, Inc.

San Ramon, CA

Previous Registrations

2017-03-08 → 2019-12-31

Exodus Wealth, Llc

Souderton, PA

Other Businesses

EMPLOYED BY THE PARAGON ALLIANCE GROUP AS A BUSINESS DEVELOPMENT COORDINATOR. THE PARAGON ALLIANCE GROUP IS A THIRD PARTY ADMINISTRATOR PRIMARILY WORKING WITH RETIREMENT PLANS IN A NON-INVESTMENT RELATED CAPACITY. FULL TIME POSITION WORKING 40 HOURS A WEEK

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-01-24
S63	Uniform Securities Agent State Law Examination	2015-09-03

S65 Uniform Investment Adviser Law Examination

2017-01-24
S63 Uniform Securities Agent State Law Examination

2015-09-03

View on SEC IAPD