Best Investors Account Sign in

Craig Leon Blackwell

Altar Rock

Bedford, MA

New York, NY

Claim This Profile
Current Employers
Altar Rock

New York, NY • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-06-17
  • MA RA
    APPROVED
    Since 2024-06-17

Branch Locations

Bedford, MA • United States

New York, NY • 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
Fidelity Investments Boston MA 01/2008 04/2023
Compound Advisers, Inc San Francisco CA 05/2023 09/2023
Altar Rock Llc Bedford MA 10/2023 07/2026
Compound Financial San Francisco CA 04/2023 09/2023
Simplicity Investments Littleton CO 03/2025 Present
Altar Rock Insurance Llc Bedford MA 06/2025 Present
Altar Rock Llc Bedford MA 07/2026 Present
  • 01/2008 → 04/2023
    Fidelity Investments
    Boston, MA
  • 05/2023 → 09/2023
    Compound Advisers, Inc
    San Francisco, CA
  • 10/2023 → 07/2026
    Altar Rock Llc
    Bedford, MA
  • 04/2023 → 09/2023
    Compound Financial
    San Francisco, CA
  • 03/2025 → Present
    Simplicity Investments
    Littleton, CO
  • 06/2025 → Present
    Altar Rock Insurance Llc
    Bedford, MA
  • 07/2026 → Present
    Altar Rock Llc
    Bedford, MA
Previous Registrations
Other Businesses

1.) ALTAR ROCK LLC - 10/1/23 - 34 Harding Road, Lexington, MA 02420 - Head of Research & IAR, Lead the research and operations, Invt Rel, RIA/Ins business, 80 hrs/mo; 80 hrs/mo (during trading hours). 2.) ADV Change Type: New Outside Business Activity (OBA); Name of outside business: Simplicity Investments; ADV Category: broker-dealer, municipal securities dealer, or government securities broker or dealer; Is the business investment related: Yes; Description of the business: Independent broker/dealer specializing in variable life insurance and annuity brokerage; Position Title: REGISTERED REPRESENTATIVE; Responsibilities Duties: Licensed B/D activity related to variable insurance products utilized by clients of Altar Rock ; Start date with business: 2025-03-14; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 2; Will an IRS form for income earned be received: No; 3) Life Insurance Producer - Altar Rock Insurance LLC, Location of the business: 570 Park Ave PHW New York, NY 10065 USA. Responsibilities Duties: assist with private placement life insurance (PPLI) and private placement variable annuity (PPVA) activity; Start date with business: 2025-06-23; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0; Will an IRS form for income earned be received: No;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-10-27
  • S63 Uniform Securities Agent State Law Examination
    2014-10-27
Designations

View on SEC IAPD

More in Bedford, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor