Craig Michael Truman

Current Employers

Employment History

• 08/1995 → Present
  Osaic Wealth, Inc.
  Santa Ana, CA
• 07/1997 → Present
  Liberty Capital Mgmt.
  Santa Ana, CA
• 08/1986 → Present
  Craig M. Truman
  Santa Ana, CA

Previous Registrations

• 1997-11-17 → 2009-07-01
  Liberty Capital Management, Inc.
  Santa Ana, CA

Other Businesses

1. CRAIG TRUMAN, INVESTMENT RELATED, 1811 E. GARRY AVE. SANTA ANA, CA 92705, OWNER, STARTED 08/1986, 34 HOURS PER MONTH, 15 HOURS PER MONTH DURING STH, LIFE INSURANCE, ANNUITY AND HEALTH INSURNACE SALES. 2. LIBERTY CAPITAL MANAGEMENT,CORPORATE REGISTERED INVESTMENT ADVISOR, INVESTMENT RELATED, 1811 E. GARRY AVE., SANTA ANA, CA 92705, OWNER, STARTED 1997, 100 HOURS PER MONTH, 90 HOURS PER MONTH DURING STH, ASSIST CLIENTS IN SETTING FINANCIAL OBJECTIVES, GOALS AND RISK TOLERANCE. DESIGNING ASSET ALLOCATION MODEL FOR PORTFOLIO. PERIODICALLY MEETING WITH CLIENTS TO REVIEW CLIENTS' SITUATION AND INVESTMENT PERFORMANCE OF PORTFOLIO. 3. GRANITE PROPERTIES, LLC, NON INVESTMENT RELATED, 1811 E. GARRY AVE. SANTA ANA, CA 92705, PARTNER, STARTED 12/1997, 5 HOURS PER MONTH, 2 HOURS PER MONTH DURING STH., BUILDING LEASING, TERMINATION OF LEASE, MAINTENANCE. 4. CMT FINANCIAL AND INSURANCE SERVICES, INC. POSITION: President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 60 START DATE: 01/01/2023 ADDRESS: 1422 Edinger Ave St., Suite 230, Tustin CA 92780, United States DESCRIPTION: Financial advice for clients 5. CRAIG TRUMAN POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 34 SECURITIES TRADING HOURS: 15 START DATE: 08/01/1995 ADDRESS: 1422 Edinger, Suite 230, Tustin CA 92780, United States DESCRIPTION: Life Insurance, annuity and health insurnace sales

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-06-23
• S63 Uniform Securities Agent State Law Examination
  1990-01-04