AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
DR

David Craig Ridenhour

ATLAS CLEARING
SALT LAKE CITY, UT
·CRD# 2501972·32 years experience

Professional Summary

David Craig Ridenhour, who also goes by Craig Ridenhour, is a registered financial advisor currently at ATLAS CLEARING, INC. located in Salt Lake City, Utah. David is registered as a RR (Registered Representative) and started their career in finance in 1994. David has worked at 5 firms and has passed the Series 65, Series 63, Series 99TO, Series 52TO, Series 79TO, SIE, Series 31, Series 7, Series 53, Series 24 and Series 8 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Craig Ridenhour

Blog Corner

Similar Advisors

Kyle Kaleiluakiliopu Fukuchi
Farmington, UT · CRD#
View profile
Neal Jones Hansen
Neal Jones Hansen

NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Farmington, UT · CRD#
Neal Jones Hansen
Neal Jones Hansen

NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Farmington, UT · CRD#
Neal Jones Hansen
Neal Jones Hansen

NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Farmington, UT · CRD#
Neal Jones Hansen
Neal Jones Hansen

NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

Years of Experience

32 years in the financial services industry

Current & Past Employments

ATLAS CLEARING, INC.·CRD# 3777
BD
136 South Main Street Suite 500, Salt Lake City, UT 84101-2104
July 10, 2024 - Present
BUCKMAN, BUCKMAN & REID, INC.·CRD# 23407
BD
Little Silver, NJ
January 26, 2017 - May 31, 2024
HALEN CAPITAL·CRD# 135966
RIA
Clearwater, FL
December 3, 2008 - November 28, 2016
HALEN CAPITAL·CRD# 135966
BD
Clearwater, FL
November 14, 2008 - February 8, 2017
AMERIPRISE ADVISOR SERVICES, INC.·CRD# 5979
RIA
Clearwater, FL
June 27, 2003 - November 18, 2008
CHOREO, LLC·CRD# 111221
RIA
Clearwater, FL
October 18, 2002 - June 25, 2003
AMERIPRISE ADVISOR SERVICES, INC.·CRD# 5979
BD
Clearwater, FL
August 17, 1994 - November 18, 2008

Similar Advisors

Farmington, UT · CRD#
Neal Jones Hansen
Neal Jones Hansen

NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

Current Firm

AC
ATLAS CLEARING, INC.

ATLAS CLEARING, INC. | WILSON-DAVIS & CO., INC.

CRD#: 3777 / SEC#: 8-14299
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)

Contact Information

Main Address

136 South Main Street Suite 500, Salt Lake City, UT 84101-2104

Mailing Address

P.o. Box 11587, Salt Lake City, UT 84147-0587

Phone Number

(801) 532-1313

Established

Utah since 11/12/1968

Firm Type

Corporation

Fiscal Year End

June

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ATLASCLEAR HOLDINGS, INC.OWNER—
EGGERTZ, LINCOLN TYLERCHIEF COMPLIANCE OFFICER | CHIEF AML COMPLIANCE OFFICER7336125
LOSSER, JANA MARIEPRINCIPAL OPERATIONS OFFICER4562682
SIME, JEFFREY NORMANPRINCIPAL FINANCIAL OFFICER1554798
SIME, JEFFREY NORMANCEO1554798

Disclosures

Regulatory Event

57

Arbitration

1

Similar Advisors

Farmington, UT · CRD#
Neal Jones Hansen
Neal Jones Hansen

NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Similar Advisors

Farmington, UT · CRD#
Neal Jones Hansen
Neal Jones Hansen

NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arkansas
(10/30/2024)
RR
California
(4/1/2025)
RR
Delaware
(8/13/2024)
RR
Florida
(8/13/2024)
RR
Georgia
(8/13/2024)
RR
Illinois
(1/21/2025)
RR
Michigan
(1/9/2025)
RR
Nevada
(8/13/2024)
RR
New Jersey
(8/27/2024)
RR
New York
(8/22/2024)
RR
Puerto Rico
(7/3/2025)
RR
Utah
(1/21/2025)
RR
Wyoming
(4/1/2025)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 2000About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1994About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

Series 52TO — Municipal Securities Representative Examination

Passed Jan 2023About the Series 52TO exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 31 — Futures Managed Funds Examination

Passed Dec 2005About the Series 31 exam

Series 7 — General Securities Representative Examination

Passed Aug 1994About the Series 7 exam

Series 53 — Municipal Securities Principal Examination

Passed Feb 2009About the Series 53 exam

Series 24 — General Securities Principal Examination

Passed Jan 2009About the Series 24 exam

Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)

Passed Oct 1997
FINRA
SRO Registrations
NYSE Arca, Inc.
SRO Registrations
Nasdaq Stock Market
SRO Registrations

Similar Advisors

Farmington, UT · CRD#
Neal Jones Hansen
Neal Jones Hansen

NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

CRS (Client Relationship Summary) - BD

Click below to view David Craig Ridenhour's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Farmington, UT · CRD#
Neal Jones Hansen
Neal Jones Hansen

NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#
DR
Follow David
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required