Craig Buchholz

Current Employers

Employment History

• 01/2018 → 05/2019
  Northwestern Mutual Life Insurance Company
  Los Angeles, CA
• 09/2008 → 06/2017
  Sharpen The Edge Outbound Adventures
  Walnut Creek, CA
• 06/2015 → 09/2016
  Contra Costa Country Club
  Pleasant Hill, CA
• 12/2018 → 06/2019
  Northwestern Mutual Investment Services Llc
  Los Angeles, CA
• 09/2017 → 11/2018
  Northwestern Mutual Investment Services Llc
  Los Angeles, CA
• 06/2019 → 07/2020
  J.P. Morgan Securites, Llc
  Los Angeles, CA
• 06/2019 → 07/2020
  Jpmorgan Chase Bank, N.A.
  Los Angeles, CA
• 07/2017 → 08/2017
  Unemployed
  Los Angeles, CA
• 07/2020 → 03/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Santa Monica, CA
• 09/2016 → 08/2018
  University Of California, Los Angeles
  Los Angeles, CA
• 08/2020 → 03/2024
  Bank Of America, N.A.
  Los Angeles, CA
• 04/2024 → Present
  Cetera Advisors
  St Cloud, MN
• 04/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2024 → Present
  Burrows Capital Advisors Llc
  Heath, TX

Previous Registrations

• 2020-08-11 → 2024-03-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
  Santa Monica, CA
  Los Angeles, CA
  Dallas, TX
  Dallas, TX
  Dallas, TX
  Dallas, TX
  Dallas, TX
  Dallas, TX
  Dallas, TX
• 2019-06-25 → 2020-07-29
  J.P. Morgan Securities Llc
  Cupertino, CA
  Los Angeles, CA
• 2019-04-25 → 2019-06-05
  Northwestern Mutual Investment Services, Llc
  Los Angeles, CA

Other Businesses

1.NAME OF OTHER BUSINESS: BURROWS CAPITAL ADVISORS LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 04/2024, , POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2. NAME OF OTHER BUSINESS: BURROWS BUSINESS SERVICES, LLC, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: NON-INVESTMENT RELATED CONSULTING, START DATE: 09/2024, POSITION/TITLE/RELATIONSHIP: VP & CONSULTANT, APX NUMBER OF HOURS PER WEEK: 10, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: BUSINESS PLAN DEVELOPMENT, BOOKKEEPING, TAX AND FINANCIAL STATEMENT PREP, DISTRESSED LOAN WORKOUTS, OIL AND GAS LIABILITY MANAGEMENT; 3. NAME OF OTHER BUSINESS: BURROWS FINANCIAL HOLDING, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: LLC; START DATE: 3/2025; POSITION/TITLE/RELATIONSHIP: DIRECTOR OF BUSINESS DEVELOPMENT; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: DEVELOP & EXECUTE A MARKETING/BUSINESS DEVELOPMENT PLAN. WORK CLOSELY WITH MARKETING & RECRUITING TEAMS TO CREATE TARGETED CAMPAIGNS & OUTREACH INITIATIVES; 4. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 06/2024, APX NUMBER OF HOURS PER WEEK: 10, APX NUMBER OF HOURS DURING TRADING HOURS: 5, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT, BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 5. NAME OF OTHER BUSINESS: BFH INSURANCE LLC, INVESTMENT RELATED: NO, ADDRESS: 224 SANDHILL ST, WEBSTER, TX 77598, NATURE OF BUSINESS: P & C INSURANCE, START DATE: 03/2025, POSITION/TITLE/RELATIONSHIP: DIRECTOR OF BUSINESS DEVELOPMENT APX NUMBER OF HOURS PER WEEK: 10, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: SELL P&C INSURANCE;

Exams

• S66 Uniform Combined State Law Examination
  2019-04-22

Other Names

• Craig Buchholz
• Craig Buchholz
• Craig Henry Buchholz