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Peter Mathew Crane

Crane Investments Inc

Laguna Beach, CA

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Current Employers
Crane Investments Inc

301 Forest Avenue, Laguna Beach, CA 92651 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-18
  • CA RA
    APPROVED
    Since 2025-12-18

Branch Locations

301 Forest Avenue, Laguna Beach, CA 92651 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Crane Investments Inc Newport Beach CA 01/1992 Present
Previous Registrations
  • 2014-11-12 → 2015-12-31
    Crane Investments Inc
    Laguna Beach, CA
  • 2012-07-02 → 2014-12-10
    First Allied Advisory Services, Inc.
    Chesterfield, MO
    Newport Beach, CA
  • 1997-07-08 → 2012-07-02
    First Allied Securities, Inc.
    Laguna Beach, CA
    Laguna Beach, CA
    Laguna Beach, CA
    Newport Beach, CA
Other Businesses

1.)CRANE FINANCIAL DBA CRANE INVESTMENTS; PARTNER; INSURANCE; START DATE:1/1/2007. 2.) JAMES J. PATRICK TRUST; CO-TRUSTEE; FIDUCIARY POSITION (TRUSTEE, POA, EXECUTOR, ETC.).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-12-17
S63 Uniform Securities Agent State Law Examination 1992-08-13
  • S65 Uniform Investment Adviser Law Examination
    1998-12-17
  • S63 Uniform Securities Agent State Law Examination
    1992-08-13

View on SEC IAPD

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