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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
| VA | RA | APPROVED | 2024-01-19 |
Branch Locations
8119 Isabella Lane Suite 109, Brentwood, TN 37027 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services | Brentwood | TN | 11/2007 | 01/2024 |
| Osaic Wealth, Inc. | Brentwood | TN | 01/2024 | Present |
1) CRAIG WEALTH MANAGEMENT, INV RELATED; Yes 8119 ISABELLA LN, #109, BRENTWOOD TN 37027; TRADITIONAL INS SALES; INS REP; STARTED 06/01/2010; 10 HRS/MTH; 0HR/MON; INSURANCE REP 2) CRAIG WEALTH MANAGEMENT POSITION: Investment Advisor Representative NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/08/2016 ADDRESS: 8119 Isabella Lane, Suite 109, Brentwood, TN 37027 DESCRIPTION: Fixed Annuity Sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-02 |
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