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Craig Harvey Donovan Field

Alluvial Wealth Management

Matthews, NC

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Current Employers
Alluvial Wealth Management

1234 Mann Drive Suite 100, Matthews, NC 28105 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2019-11-05
  • NC RA
    APPROVED
    Since 2019-11-05

Branch Locations

1234 Mann Drive Suite 100, Matthews, NC 28105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Taylor & Morgan Asset Management, Llc Charlotte NC 04/2013 12/2018
Alluvial Wealth Management Inc. Charlotte NC 08/2019 Present
Alluvial Financial Management Llc Charlotte NC 02/2018 Present
Telar Information Technology Inc. Charlotte NC 03/2014 Present
Evolution Well Being Llc Charlotte NC 02/2009 02/2021
Uptown Bean & More Inc. Charlotte NC 02/2009 02/2021
Uptown Bean Llc Charlotte NC 05/2016 12/2020
Southern Environmental Solutions Of The Carolinas, Llc Charlotte NC 01/2019 Present
Limestone Africa Investments Llc Charlotte NC 05/2017 05/2020
Aircraft Parts New And Used, Inc. Charlotte NC 08/2014 Present
Basson Group Investments Inc. Charlotte NC 11/2016 Present
Du Plessis Investments Inc. Charlotte NC 06/2016 03/2020
Durbanville Real Estate Inc. Charlotte NC 07/2016 Present
Watercare Innovations Llc Charlotte NC 01/2018 01/2020
Watercare Management Holdings Inc. Charlotte NC 01/2018 01/2020
Aquila Trading, Inc. Charlotte NC 04/2011 Present
J4A Investments Inc. Charlotte NC 10/2016 Present
Namib Investments Inc. Charlotte NC 09/2016 Present
Atlantic 2 Africa, Inc. Charlotte NC 09/2014 Present
Bmt Dimensions International Inc. Charlotte NC 06/2011 02/2019
Coral Island Investments, Inc. Charlotte NC 04/2011 Present
Let's Prop Usa Inc. Charlotte NC 12/2018 Present
B2B Solutions Group Inc. Charlotte NC 01/2017 Present
Joining Hands Usa Charlotte NC 10/2013 Present
Judea Harvest Usa Inc. Charlotte NC 04/2009 Present
The Digital Coach Inc. London 04/2016 01/2020
Digital Marketing Services Llc Johannesburg 08/2017 Present
Elite Entrepreneurs Inc. Johannesburg 08/2016 04/2020
The Factory Of Leads Llc Johannesburg 08/2017 Present
Progressive Click Inc Johannesburg 10/2015 Present
Rookery Cloud Inc. Parys 01/2019 Present
Shakti Malan Academy Inc Cape Town 07/2017 Present
Ryan Geer Field & Rhodes Pllc Charlotte NC 11/2020 Present
The Watercare Group Ponte Vedra Beach FL 06/2023 12/2025
  • 04/2013 → 12/2018
    Taylor & Morgan Asset Management, Llc
    Charlotte, NC
  • 08/2019 → Present
    Alluvial Wealth Management Inc.
    Charlotte, NC
  • 02/2018 → Present
    Alluvial Financial Management Llc
    Charlotte, NC
  • 03/2014 → Present
    Telar Information Technology Inc.
    Charlotte, NC
  • 02/2009 → 02/2021
    Evolution Well Being Llc
    Charlotte, NC
  • 02/2009 → 02/2021
    Uptown Bean & More Inc.
    Charlotte, NC
  • 05/2016 → 12/2020
    Uptown Bean Llc
    Charlotte, NC
  • 01/2019 → Present
    Southern Environmental Solutions Of The Carolinas, Llc
    Charlotte, NC
  • 05/2017 → 05/2020
    Limestone Africa Investments Llc
    Charlotte, NC
  • 08/2014 → Present
    Aircraft Parts New And Used, Inc.
    Charlotte, NC
  • 11/2016 → Present
    Basson Group Investments Inc.
    Charlotte, NC
  • 06/2016 → 03/2020
    Du Plessis Investments Inc.
    Charlotte, NC
  • 07/2016 → Present
    Durbanville Real Estate Inc.
    Charlotte, NC
  • 01/2018 → 01/2020
    Watercare Innovations Llc
    Charlotte, NC
  • 01/2018 → 01/2020
    Watercare Management Holdings Inc.
    Charlotte, NC
  • 04/2011 → Present
    Aquila Trading, Inc.
    Charlotte, NC
  • 10/2016 → Present
    J4A Investments Inc.
    Charlotte, NC
  • 09/2016 → Present
    Namib Investments Inc.
    Charlotte, NC
  • 09/2014 → Present
    Atlantic 2 Africa, Inc.
    Charlotte, NC
  • 06/2011 → 02/2019
    Bmt Dimensions International Inc.
    Charlotte, NC
  • 04/2011 → Present
    Coral Island Investments, Inc.
    Charlotte, NC
  • 12/2018 → Present
    Let's Prop Usa Inc.
    Charlotte, NC
  • 01/2017 → Present
    B2B Solutions Group Inc.
    Charlotte, NC
  • 10/2013 → Present
    Joining Hands Usa
    Charlotte, NC
  • 04/2009 → Present
    Judea Harvest Usa Inc.
    Charlotte, NC
  • 04/2016 → 01/2020
    The Digital Coach Inc.
    London
  • 08/2017 → Present
    Digital Marketing Services Llc
    Johannesburg
  • 08/2016 → 04/2020
    Elite Entrepreneurs Inc.
    Johannesburg
  • 08/2017 → Present
    The Factory Of Leads Llc
    Johannesburg
  • 10/2015 → Present
    Progressive Click Inc
    Johannesburg
  • 01/2019 → Present
    Rookery Cloud Inc.
    Parys
  • 07/2017 → Present
    Shakti Malan Academy Inc
    Cape Town
  • 11/2020 → Present
    Ryan Geer Field & Rhodes Pllc
    Charlotte, NC
  • 06/2023 → 12/2025
    The Watercare Group
    Ponte Vedra Beach, FL
Previous Registrations
Other Businesses

1) Crump Insurance Agency, Investment-Related, Metairie, LA, Insurance Products, Independent Agent, 08/2019, 2,0, provide clients with access to insurance products. 2) Alluvial Financial Management LLC, acquired by Ryan Geer Field & Rhodes PLLC, not investment-related, Charlotte, NC, accounting firm, Managing Member, 02/2018, 160,160, provide tax and accounting services to individuals and businesses. 3) Telar Information Technology Inc., not investment-related, Charlotte, NC, accounting software, Owner, 03/2014, 3, 0, advise clients on accounting software solutions. 4) Southern Environmental Solutions of the Carolinas, LLC, not investment-related, Charlotte, NC, electronic recycling, CFO, 01/2019, 20, 20, accounting, tax and financial management services. 5) Basson Group Investments Inc., not investment-related, Charlotte, NC, real estate holding and rental, Non-executive Director, 11/2016, 0.25, 0, annual tax preparation. 6) Durbanville Real Estate Inc., not investment-related, Charlotte, NC, real estate holding and rental , None-executive Director, 07/2016, 0.25, 0, Annual tax preparation. 7) Aquila Trading, Inc., not investment-related, Charlotte, NC, real estate holding and rental, Non-executive Director, 04/2011, 0.25, 0, annual tax preparation. 8) J4A Investments Inc., not investment-related, Charlotte, NC, real estate holding and rental, Non-executive Director, 10/2016, 0.5, 0, annual tax preparation and quarterly accounting services. 9) Namib Investments Inc., not investment-related, Charlotte, NC, real estate holding and rental, Non-executive Director, 09/2016, 0.5, 0, annual tax preparation and quarterly accounting services. 10) Atlantic 2 Africa, Inc., not investment-related, Charlotte, NC, import/export, Non-executive Director, 09/2014, 0, 0, none. 11) Coral Island Investments, Inc., not investment-related, Charlotte, NC, real estate holding and rental, Non-executive Director, 04/2011, 0.25, 0, annual tax preparation. 12) Let's Prop USA Inc., not investment-related, Charlotte, NC, real estate holding and rental, Non-executive Director, 12/2018, 0.25, 0, annual tax preparation. 13) B2B Solutions Group Inc, not investment-related, Charlotte, NC, non-profit networking group, Non-executive Director, 01/2017, 1, 0, annual tax preparation and monthly accounting services. 14) Joining Hands USA, not investment-related, Charlotte, NC, Non-profit to benefit orphans in Africa, Non-executive Director, 10/2013, 0, 0, none. Additional outside business activities are reported in Item 12, Employment History as well as Form ADV Part 2.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-05-06
  • S65 Uniform Investment Adviser Law Examination
    2013-05-06

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