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Craig Dorian Perkins

Cdp Financial Group, LLC

Littleton, CO

CRD 865539

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Employer firm

Cdp Financial Group, LLC CRD 155725

$100M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Cdp Financial Group, Llc

26 W. Dry Creek Circle Suite 460, Littleton, CO 80120 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2011-06-28
  • CO RA
    APPROVED
    Since 2011-06-28

Branch Locations

26 W. Dry Creek Circle Suite 460, Littleton, CO 80120 • 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
Cdp Financial Group, Llc Littleton CO 06/2011 Present
Colorado Financial Service Corporation Centennial CO 09/2011 Present
  • 06/2011 → Present
    Littleton, CO
  • 09/2011 → Present
    Colorado Financial Service Corporation
    Centennial, CO
Previous Registrations
  • 1999-01-01 → 2011-12-01
    Mcl Financial Group, Inc.
    Denver, CO
    Littleton, CO
    Littleton, CO
    Santa Ana, CA
Other Businesses

1) I AM LICENSED FOR INSURANCE FOR THE STATE OF COLORADO (LIFE, HEALTH, DISABILITY, AND ANNUITIES)/ HOME ADDRESS AT 14202 GREENFIELD DRIVE PARKER CO 80134 / THIS IS NOT AN ACTIVE PART OF MY OVERALL BUSINESS, AND I DO NOT SOLICIT THE BUSINESS / 1 HOURS PER WEEK. 2) CDP FINANCIAL GROUP, LLC / JUNE 2011 / AN RIA / OWNER / PROVIDES INVESTMENT ADVISORY SERVICES / 25-27 HRS WEEK DURING TRADING HOURS / 1800 WEST LITTLETON BLVD, LITTLETON, CO 80120.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1982-11-24
  • S63 Uniform Securities Agent State Law Examination
    1982-11-24
Designations
  • Chartered Financial Consultant
Other Names
  • Craig D Perkins

View on SEC IAPD

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