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Craig Stanley Lappen

Twenty-First Century Financial Advisors Inc

Stuart, FL

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Current Employers
Twenty-First Century Financial Advisors Inc

Stuart, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-27
CT RA APPROVED 1995-02-02
  • FL RA
    APPROVED
    Since 2025-10-27
  • CT RA
    APPROVED
    Since 1995-02-02

Branch Locations

5071 Se Burning Tree Cir, Stuart, FL 34997 • 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
Twenty-First Century Financial Advisors Inc Manchester CT 12/1994 11/2018
Twenty-First Century Financial Advisors Inc Stuart FL 11/2018 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1991-12-11
S63 Uniform Securities Agent State Law Examination 1990-10-22
  • S65 Uniform Investment Adviser Law Examination
    1991-12-11
  • S63 Uniform Securities Agent State Law Examination
    1990-10-22
Designations

View on SEC IAPD

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NANCY JEAN GOETHEL
GERALD DANIEL SAELZER

Other Offices

DUNN CAPITAL MANAGEMENT · STUART, FL
RAYMOND JAMES & ASSOCIATES, INC. · STUART, FL
JANNEY MONTGOMERY SCOTT LLC · STUART, FL
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. · STUART, FL
DAYMARK WEALTH PARTNERS, LLC · STUART, FL
SPECTRA INVESTMENT MANAGEMENT, LLC · STUART, FL
FOGEL CAPITAL MANAGEMENT INC · STUART, FL
INTEGRITT WEALTH MANAGEMENT, LLC · STUART, FL

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