Craig L. Arnwine
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Craig Lane Arnwine was a registered financial professional .
Craig is a previously registered financial professional and started their career in finance in 1994. Craig had worked at 8 firms and has passed the Series 65, Series 66, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 23, 2024 - December 31, 2025
EVERGREEN WEALTH ADVISORS
October 16, 2017 - February 25, 2021
KEELER & CO., LLC
April 23, 2012 - December 31, 2023
EVERGREEN WEALTH ADVISORS
April 18, 2012 - May 11, 2012
DYNAMIC
April 17, 2007 - July 5, 2007
A. G. EDWARDS & SONS, INC.
April 9, 2007 - July 5, 2007
A. G. EDWARDS & SONS, INC.
December 1, 2003 - April 7, 2006
GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.
December 6, 2002 - November 19, 2003
GLOBAL ATLANTIC DISTRIBUTORS, LLC
May 10, 2002 - November 26, 2002
AIM PRIVATE ASSET MANAGEMENT
May 18, 1994 - November 14, 2002
INVESCO DISTRIBUTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
EVERGREEN WEALTH ADVISORS
CRD#: 155966 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 272 |
| AUM (Assets Under Management) | $ 46,200,000 |
Red Flags
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