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Claire Elaine Craighill

Wealthcrossing

Richmond, VA

CRD 1643898

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Employer firm

Wealthcrossing CRD 132513

$1.54B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • TAX PREPARATION & PLANNING

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

Current Employers
Wealthcrossing

1001 Haxall Point Suite 705, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2007-05-14
  • VA RA
    APPROVED
    Since 2007-05-14

Branch Locations

1001 Haxall Point Suite 705, Richmond, VA 23219 • 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
Sbk Financial, Inc. Richmond VA 04/2007 Present
  • 04/2007 → Present
    Sbk Financial, Inc.
    Richmond, VA
Previous Registrations
  • 2005-11-18 → 2007-04-11
    Truist Investment Services, Inc.
    Richmond, VA
    Richmond, VA
    Richmond, VA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-11-30
  • S63 Uniform Securities Agent State Law Examination
    1987-11-30
Designations
  • Certified Financial Planner
Other Names
  • Claire E Schmitt
  • Claire E Craighill

View on SEC IAPD

Nearby Firms

TAYLOR HOFFMAN CAPITAL MANAGEMENT
WEALTHCARE CAPITAL MANAGEMENT LLC
WEST TOWER GROUP, LLC

Nearby Investors

BRANDON CHRISTOPHER TAYLOR
GABRIEL CHRISTOPHER HOFFMAN
RAYMOND ZSOLT KANYO

Nearby Offices

TAYLOR HOFFMAN CAPITAL MANAGEMENT · RICHMOND, VA
WEALTHCARE CAPITAL MANAGEMENT LLC · RICHMOND, VA
WEST TOWER GROUP, LLC · RICHMOND, VA

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