Craig Robert Mohr

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 09/2020
  Securities Service Network, Inc
  Fredericksburg, VA
• 01/2015 → 09/2020
  Ssn Advisory, Inc
  Fredericksburg, VA
• 09/2020 → 06/2024
  Securities America, Inc.
  Fredericksburg, VA
• 09/2020 → 06/2024
  Securities America Advisors, Inc.
  Fredericksburg, VA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Fredericksburg, VA

Previous Registrations

• 2020-09-18 → 2024-06-14
  Securities America Advisors, Inc.
  Fredericksburg, VA
• 2015-01-29 → 2020-09-18
  Ssn Advisory, Inc.
  Fredericksburg, VA
• 2015-01-06 → 2015-01-16
  Kovack Advisors, Inc.
  Fredricksburg, VA
  Ft. Lauderdale, FL
• 2009-02-05 → 2014-12-31
  Resource Horizons Investment Advisory, Inc.
  Fredricksburg, VA

Other Businesses

1. FINANCIAL ARCHITECTS OF VIRGINIA, INC. POSITION: Owner & agent NATURE: Life (and disability, Long term care, etc) insurance sales. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 05/01/2005 ADDRESS: 9817 Ramsay Dr, Fredericksburg VA 22408 DESCRIPTION: Sales of insurance products. 2. DBA - Financial Architects of VA, Inc

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-01-21
• S63 Uniform Securities Agent State Law Examination
  1987-01-30