Craig Douglas Meldahl

Current Employers

Total Wealth Planning And Management, Inc.

Ponte Vedra, FL • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2021-11-29
TX	RA	APPROVED_RES	2021-11-19

FL RA
APPROVED

Since 2021-11-29
TX RA
APPROVED_RES

Since 2021-11-19

Branch Locations

Longboat Key, FL • United States

Ponte Vedra, FL • 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 Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Longboat Key Financial Group, Llc	Longboat Key	FL	12/2005	11/2021
Total Wealth Planning And Management, Inc.	Longboat Key	FL	11/2021	Present

12/2005 → 11/2021

Longboat Key Financial Group, Llc

Longboat Key, FL
11/2021 → Present

Total Wealth Planning And Management, Inc.

Longboat Key, FL

Previous Registrations

2006-10-19 → 2021-12-31

Longboat Key Financial Group, Llc

Longboat Key, FL

Palmetto, FL

Bradenton, FL
2006-10-19 → 2010-12-31

Longboat Key Financial Group, Llc

Longboat Key, FL
2002-09-25 → 2006-11-08

Raymond James Financial Services, Inc.

Longboat Key, FL

Longboat Key, FL
1998-02-13 → 2002-08-26

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Sarasota, FL

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1987-08-31

S63 Uniform Securities Agent State Law Examination

1987-08-31