Craig C Brigman

Current Employers

Employment History

• 07/2019 → 08/2024
  Edward Jones
  St Louis, MO
• 11/2011 → 06/2019
  Liberty University
  Lynchburg, VA
• 06/2013 → 06/2019
  I29 Films
  Amherst, VA
• 03/2017 → 10/2018
  American Association Of Christian Counselors
  Forest, VA
• 08/2024 → Present
  Kestra Investment Services Llc
  Roanoke, VA
• 08/2024 → Present
  Kestra Private Wealth Services Llc
  Roanoke, VA

Previous Registrations

• 2019-09-03 → 2024-08-23
  Edward Jones
  Amherst, VA
  St Louis, MO
  Amherst, VA
  Roanoke, VA
  Roanoke, VA

Other Businesses

Name: CARDINAL TAX POSITION: Owner NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No # OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2024 ADDRESS: 6701 Peters Creek Rd, Suite 107, Roanoke VA 24019, United States DESCRIPTION: Oversee operations of tax workers and projects. Supervise and assign work as needed. Handle complex tax issues. Name: DESTINATION WEALTH ADVISORS POSITION: Partner/Wealth Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 155 SECURITIES TRADING HOURS: 130 START DATE: 08/22/2024 ADDRESS: 6701 Peters Creek Rd, Suite 107, Roanoke VA 24019, United States DESCRIPTION: Investment management and advisory services provided to clients. Name: 460 EDUCATION POSITION: Owner NATURE: Education INVESTMENT RELATED: No # OF HOURS: 15 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2013 ADDRESS: 1145 Oak Lawn Dr N, Forest VA 24551 DESCRIPTION: Oversee and define the scope of work. Act as subject-matter expert. Provide guidance and project management. Name: CARDINAL BUSINESS SERVICES POSITION: Owner NATURE: Consulting INVESTMENT RELATED: No # OF HOURS: 20 SECURITIES TRADING HOURS: 8 START DATE: 10/01/2024 ADDRESS: 6701 Peters Creek Rd, Suite 107, Roanoke VA 24019, United States DESCRIPTION: Primary consultant and advisor. Provide leadership to team members and oversight of services provided. Name: BIZ LAB LLC POSITION: Owner NATURE: For Tax purposes INVESTMENT RELATED: Yes # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/21/2024 ADDRESS: 1145 Oak Lawn Dr N, Forest VA 24551, United States DESCRIPTION: Activity is for tracking and reporting purposes of Kestra PWS services/activities. Name: R3 TAX SOLUTIONS POSITION: Owner NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No # OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2024 ADDRESS: 6701 Peters Creek Rd, Suite 107, Roanoke VA 24019, United States DESCRIPTION: Oversee operations of tax workers and projects. Supervise and assign work as needed. Handle complex tax issues. Name: FINSERVE LLC POSITION: Owner NATURE: Consulting INVESTMENT RELATED: No # OF HOURS: 20 SECURITIES TRADING HOURS: 8 START DATE: 10/01/2024 ADDRESS: 6701 Peters Creek Rd, Suite 107, Roanoke VA 24019, United States DESCRIPTION: Primary consultant and advisor. Provide leadership to team members and oversight of services provided.

Exams

• S66 Uniform Combined State Law Examination
  2019-08-31

Other Names

• Craig Charles Brigman