Craig Philip Misuradze

Current Employers

Employment History

• 12/1999 → Present
  Agewise Financial
  Palm Desert, CA
• 01/2012 → 11/2023
  Horter Investment Management, Llc
  Cincinnati, OH
• 03/2020 → Present
  Simpleretirementbook.cOm
  Palm Desert, CA
• 11/2023 → Present
  Agewise Financial Inc.
  Palm Desert, CA
• 07/2016 → Present
  Agewise Financial Inc.
  Palm Desert, CA

Previous Registrations

• 2012-01-18 → 2023-11-20
  Horter Investment Management, Llc
  Hemet, CA
  Murrieta, CA
  Murrieta, CA
  Palm Desert, CA
  Cincinnati, OH
• 2006-03-21 → 2012-01-03
  Usa Wealth Management Llc
  Hemet, CA

Other Businesses

The Name of the other business: Simpleretirementbook.com Investment Related?: No Address of other business: Palm Desert, CA Nature of other business: The marketing and sales of my book, audio book, and companion workbook on Amanzon.com and landing page website wholly devoted only to the book, audio book, and companion workbook. Your position: Author Start Date: 3/2/2020 How many hours you devote to the other business per month: 16 How many hours you devote to the other business during securities trading hours: 0 Briefly describe your duties: Advertising/copywriting of my book, audio book, and companion workbook. The Name of the other business: Agewise Financial Investment Related?: Yes Address of other business: Palm Desert, CA Nature of other business: Insurance Your position: President/Insurance Agent Start Date: 12/1999 How many hours you devote to the other business per month: 120 How many hours you devote to the other business during securities trading hours: 120 Briefly describe your duties: Sale of insurance/annuity products

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-03-20

Other Names

• Philip Craig Misuradze
• P. Craig Misuradze