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Craig Wylie Pinkston

INVESTIFI SECURITIES
St Petersburg, FL
·CRD# 2886020·28 years experience

Professional Summary

Craig Wylie Pinkston is a registered financial advisor currently at INVESTIFI SECURITIES LLC located in St Petersburg, Florida. Craig is registered as a RR (Registered Representative) and started their career in finance in 1998. Craig has worked at 7 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 14 and Series 24 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

There are no additional aliases reported.

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Videos & Posts

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Contact Information

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

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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.

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Years of Experience

28 years in the financial services industry

Current & Past Employments

INVESTIFI SECURITIES LLC·CRD# 289604
BD
136 4th Street N Suite 201, St Petersburg, FL 33701
May 15, 2025 - Present
ROBINHOOD SECURITIES, LLC·CRD# 287900
BD
Lake Mary, FL
January 10, 2020 - November 19, 2024
ROBINHOOD FINANCIAL, LLC·CRD# 165998
BD
Lake Mary, FL
January 10, 2020 - November 19, 2024
ALLY INVEST SECURITIES LLC·CRD# 136131
BD
Charlotte, NC
July 27, 2012 - December 6, 2019
ZECCO TRADING, INC.·CRD# 135398
BD
Glendale, CA
August 25, 2006 - December 20, 2012
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
BD
Los Angeles, CA
January 17, 2006 - July 13, 2006
ZECCO TRADING, INC.·CRD# 135398
BD
Glendale, CA
June 29, 2005 - January 9, 2006
FINANCIAL WEST GROUP·CRD# 16668
BD
Reno, NV
March 5, 1998 - August 3, 2004

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Current Firm

IS
INVESTIFI SECURITIES LLC

CDS1 SECURITIES LLC | TOKEN FOUNDRY SECURITIES LLC | KOMODO SECURITIES LLC | INVESTIFI SECURITIES LLC | CONSENSYS DIGITAL SECURITIES LLC

CRD#: 289604 / SEC#: 8-70002
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

136 4th Street North Suite 201, St Petersburg, FL 33701

Mailing Address

136 4th Street North Suite 201, St Petersburg, FL 33701

Phone Number

(888) 255-2740

Established

New York since 07/13/2017

Firm Type

Limited Liability Company

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#
U+1FA99 LLCSOLE MEMBER—
COLLIER, DEANNA MARIE-CANTRELLCEO HEAD OF WEALTH MANAGEMENT3025488
PINKSTON, CRAIG WYLIECHIEF COMPLIANCE OFFICER2886020
STEPHENSON, PETER MARSHALLSR DIRECTOR CENTRALIZED SUPERVISION2869542
WAGSTAFF, CONNER FREDFINOP1427591

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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.

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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
Alabama
(5/15/2025)
RR
Alaska
(5/15/2025)
RR
Arizona
(5/15/2025)
RR
Arkansas
(5/15/2025)
RR
California
(5/15/2025)
RR
Colorado
(5/15/2025)
RR
Connecticut
(5/15/2025)
RR
Delaware
(5/15/2025)
RR
District of Columbia
(5/15/2025)
RR
Florida
(5/15/2025)
RR
Georgia
(5/15/2025)
RR
Hawaii
(5/15/2025)
RR
Idaho
(5/15/2025)
RR
Illinois
(5/15/2025)
RR
Indiana
(5/15/2025)
RR
Iowa
(5/15/2025)
RR
Kansas
(5/15/2025)
RR
Kentucky
(5/15/2025)
RR
Louisiana
(5/15/2025)
RR
Maine
(5/15/2025)
RR
Maryland
(5/15/2025)
RR
Massachusetts
(5/15/2025)
RR
Michigan
(5/15/2025)
RR
Minnesota
(5/15/2025)
RR
Mississippi
(5/15/2025)
RR
Missouri
(5/15/2025)
RR
Montana
(5/15/2025)
RR
Nebraska
(5/15/2025)
RR
Nevada
(5/15/2025)
RR
New Hampshire
(5/15/2025)
RR
New Jersey
(5/15/2025)
RR
New Mexico
(5/15/2025)
RR
New York
(5/15/2025)
RR
North Carolina
(5/15/2025)
RR
North Dakota
(5/15/2025)
RR
Ohio
(5/15/2025)
RR
Oklahoma
(5/15/2025)
RR
Oregon
(5/15/2025)
RR
Pennsylvania
(5/15/2025)
RR
Puerto Rico
(5/15/2025)
RR
Rhode Island
(5/15/2025)
RR
South Carolina
(5/15/2025)
RR
South Dakota
(5/15/2025)
RR
Tennessee
(5/15/2025)
RR
Texas
(5/15/2025)
RR
Utah
(5/15/2025)
RR
Vermont
(5/15/2025)
RR
Virgin Islands
(5/15/2025)
RR
Virginia
(5/15/2025)
RR
Washington
(5/15/2025)
RR
West Virginia
(5/15/2025)
RR
Wisconsin
(5/15/2025)
RR
Wyoming
(5/15/2025)

Exams

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

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 1998About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 1998About the Series 7 exam

Series 14 — Compliance Officer Examination

Passed Jan 2023About the Series 14 exam

Series 24 — General Securities Principal Examination

Passed Jan 2001About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Craig Wylie Pinkston's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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