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CW

Craig A. Watts

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CRD#: 3025957
CW

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 Alan Watts, who also goes by Craig A Watts, was a registered financial professional .

Craig is a previously registered financial professional and started their career in finance in 1999. Craig had worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Craig A Watts

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.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

November 9, 2017 - August 10, 2018

PANTHREX ASSET MANAGEMENT LLC

RIA
CRD#: 281619
Shreveport, LA
Past

December 20, 2016 - November 8, 2017

BROOKSTONE WEALTH ADVISORS, LLC

RIA
CRD#: 137658
SHREVEPORT, LA
Past

April 25, 2014 - December 16, 2016

CENTER STREET ADVISORS, INC.

RIA
CRD#: 169329
Shreveport, LA
Past

December 20, 2012 - May 7, 2013

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA
CRD#: 141413
WHEATON, IL
Past

February 4, 2010 - November 9, 2010

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA
CRD#: 141413
WHEATON, IL
Past

January 19, 2010 - December 16, 2016

CENTER STREET SECURITIES, INC.

BD
CRD#: 26898
SHREVEPORT, LA
Past

August 16, 2004 - January 22, 2010

LPL FINANCIAL LLC

RIA
CRD#: 6413
SHREVEPORT, LA
Past

August 12, 2004 - January 22, 2010

LPL FINANCIAL LLC

BD
CRD#: 6413
SHREVEPORT, LA
Past

December 19, 2003 - February 8, 2005

AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC

RIA
CRD#: 111757
SHREVEPORT, LA
Past

July 24, 2001 - August 11, 2004

AMSOUTH INVESTMENT SERVICES, INC.

BD
CRD#: 15692
BIRMINGHAM, AL
Past

October 20, 1999 - August 16, 2001

CAPITAL ONE INVESTMENTS, LLC

BD
CRD#: 17526
NEW ORLEANS, LA
Past

September 27, 1999 - October 1, 1999

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 1/28/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/20/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/16/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/7/1999
General Securities Representative Examination

Current Firm

PA
PANTHREX ASSET MANAGEMENT LLC
MINISTRY BENEFIT INVESTMENTS LLC | PANTHREX ASSET MANAGEMENT LLC | MINISTRY BENEFIT INVESTMENTS, LLC

CRD#: 281619 / SEC#: 801-106856

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Contact information

Main Address
109 Holiday Ct Suite A6, Franklin, TN 37067
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

Part 2 Brochures

PANTHREX ADV 2A (3/15/2021)

Red Flags

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.

Company Information

PANTHREX ASSET MANAGEMENT LLC

CRD#: 281619

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