Craig Ashby Connolly

Employer firm

Thepartners Wealth Management CRD 314816

$1.18B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars
• TAMP PROGRAM/MODEL MANAGER/SUB ADVISOR

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → 10/2018
  Workiva
  Scottsdale, AZ
• 10/2018 → 10/2019
  Alooma
  Redwood City, AZ
• 10/2019 → 03/2021
  Workiva
  Scottsdale, AZ
• 02/2021 → 03/2023
  Rdx Flex, Llc
  San Tan Valley, AZ
• 10/2021 → 10/2024
  Scf Investment Advisors, Inc
  Mesa, AZ
• 09/2024 → Present
  Thepartners Wealth Management
  Carmel By The Sea, CA

Previous Registrations

• 2021-10-12 → 2024-10-17
  Scf Investment Advisors, Inc.
  San Diego, CA
  Mesa, AZ

Other Businesses

C4 CONNOLLY ENTERPRISES, LLC - NON INVESTMENT RELATED - 770 E SUN VALLEY FARMS LN, SAN TAN VALLEY AZ 85140 - RENTAL PROPERTY - OWNER / AGENT - START 03/2021 - 8 HOURS/MONTH, 2 DURING TRADING HOURS - MANAGE A RENTAL PROPERTY; RDX FLEX, LLC - NON INVESTMENT RELATED - SOLAR SALES - SAN TAN VALLEY AZ - SALESPERSON - START 02/2021 - 12 HOURS/MONTH, NONE DURING TRADING HOURS - SOLAR SALES DIRECT TO CONSUMER; CA CONNOLLY INVESTMENTS LLC - NON INVESTMENT RELATED - 770 E SUN VALLEY FARMS LN, SAN TAN VALLEY AZ 85140 - TAX PURPOSES - OWNER - 3/3/2022 - 1 HR/MONTH - 0 HR/MONTH - LLC USED STRICTLY FOR TAX PURPOSES; SELF EMPLOYED INSURANCE AGENT - NOT INVESTMENT RELATED - 770 E SUN VALLEY FARMS LN, SAN TAN VALLEY AZ 85140 - INDEPENDENT INSURANCE SALES - AGENT - 05/24/2022 - 48 HRS/MO - 0 HRS/MO - WORK AS AN INDEPENDENT CONTRACTOR, UTILIZING TERM LIFE, FIXED ANNUITIES, IUL INSURANCE, WHOLE LIFE INSURANCE, INDEXED ANNUITIES, PRENEEDS; ROWAN SOLAR CLEANING; NON-INVESTMENT RELATED; 20826 E CALLE LUNA, QUEEN CREEK, AZ 85142; SMALL BUSINESS; CONSULTANT; 04/02/2024; 20 HRS/MONTH; 0HRS/MONTH DURING TRADING HOURS; CFO FOR A SMALL BUSINESS OWNED BY FAMILY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-20
• S63 Uniform Securities Agent State Law Examination
  2006-08-03

Other Names

• Craig Connolly