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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
| VA | RA | APPROVED | 2024-01-19 |
Branch Locations
8119 Isabella Lane Suite 109, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services | Brentwood | TN | 11/2007 | 01/2024 |
| Osaic Wealth, Inc. | Brentwood | TN | 01/2024 | Present |
1)CRAIG WEALTH MANAGEMENT, 8119 ISABELLA LN, #109, BRENTWOOD TN 37027; INV RELATED; TRADITIONAL INS SALES; INS AGENT; STARTED 06/01/2010; 10 HRS/MTH. 2)CRAIG WEALTH MANAGEMENT POSITION: Investment Advisor Representative NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/08/2016 ADDRESS: 8119 Isabella Lane, Ste. 109, Brentwood TN 37027 DESCRIPTION: Fixed annuity sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-28 |
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