Peter Michael Crabtree

Employer firm

First Advisors National, LLC CRD 166212

$506M regulatory AUM 14 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
RETIREMENT PLANNING CONSULTATIONS

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

Current Employers

First Advisors National, Llc

1372 Peachtree Street Ne, Atlanta, GA 30309 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2021-08-31

IL RA
APPROVED

Since 2021-08-31

Branch Locations

Libertyville, IL • 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 No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Infinex Investments, Inc.	Meriden	CT	08/2014	05/2020
Prosperity Economics Partners Llc	Mt. Enterprise	TX	05/2020	06/2021
Paradigm Life Insurance Company	Salt Lake City	UT	05/2020	Present

08/2014 → 05/2020

Infinex Investments, Inc.

Meriden, CT
05/2020 → 06/2021

Prosperity Economics Partners Llc

Mt. Enterprise, TX
05/2020 → Present

Paradigm Life Insurance Company

Salt Lake City, UT

Previous Registrations

2020-05-20 → 2021-06-01

Prosperity Economics Partners, Llc

Mundelein, IL

Chicago, IL
2014-08-21 → 2020-05-21

Osaic Institutions, Inc.

Mundelein, IL

Mundelien, IL

Coldwater, MI
2013-04-11 → 2014-08-22

Money Concepts Capital Corp

Wilmington, NC

Palm Beach Gardens, FL

Palm Beach Gardens, FL

Other Businesses

1.) Name: MooseLake LLC, dba FreshRedDoor and Clearwater-Holdings. Address: (home) 821 NE Holcomb Dr., Mundelein, IL 60060. Nature: buy residential rental properites and/or wholesale residential properties. Started in Nov 2019. Not investment related. Approx 15-20 hours per month half of which during trading hours. 2) Paradigm Life Insurance, not investment related, Salt Lake City, UT, insurance services, independent insurance agent. 5/2020, 40 hrs per week

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-04-10

S66 Uniform Combined State Law Examination

2013-04-10

View on SEC IAPD