WH
William T. Hedgpeth
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CRD#: 7305170
WH
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.
William Thomas Hedgpeth, who also goes by Will Hedgpeth, was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 2021. William had worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Will Hedgpeth
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.
(1) Pam Tours USA; not investment related; Mount Juliet, TN; Travel Advisor for South American tours from the US; North American Agent; 12/2022; 20 hours per month, 1-2 during securities trading hours; field interest from prospective clients or travel agent and customize and manage trips. (2) Hedgpeth Transportation; not investment related; Mount Juliet, TN; Transportation Service; Driver; 1/2024; 30 hours per month, 1-2 during securities trading hours; Transportation of passengers around Nashville, TN. (3) BNI Mount Juliet; not investment related; Mount Juliet, TN; Networking Organization; Chapter VP, Regional Director Consultant; 6/16/2024; ~10 hours per month, ~7 during securities trading hours; duties involve assisting with new members, addressing member concerns, and tracking member activities and chapter KPIs. (4) Nashville Rowing Club; not investment related; Nashville, TN; community sports (rowing) organization; Interim Executive Director; 7/1/2024; ~60 hours per month, ~5 during securities trading hours; coordinates staff, projects, and organizational management while serving as a liaison between staff and Board of Directors.
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®
NoneExperience
Past
February 5, 2024 - August 27, 2025
CRAFT WEALTH SERVICES
RIA
CRD#: 289557
Mount Juliet, TN
Past
August 20, 2021 - March 4, 2024
FIRST COMMAND ADVISORY SERVICES
RIA
CRD#: 281958
Mt Juliet, TN
Past
July 26, 2021 - March 4, 2024
FIRST COMMAND BROKERAGE SERVICES, INC.
BD
CRD#: 3641
Mt Juliet, TN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CRAFT WEALTH SERVICES
CRAFT ASSET MANAGEMENT | CRAFT WEALTH SERVICES | CRAFT ASSET MANAGEMENT LLC
CRD#: 289557 / SEC#: 801-131218
RIA
Registered Investment Advisory firm - (10/1/2024 Approved)Arizona
Registered Investment Advisory firm - (10/3/2024 Terminated)California
Registered Investment Advisory firm - (11/2/2024 Terminated)Colorado
Registered Investment Advisory firm - (10/4/2024 Terminated)Connecticut
Registered Investment Advisory firm - (10/15/2024 Terminated)District of Columbia
Registered Investment Advisory firm - (10/3/2024 Terminated)Florida
Registered Investment Advisory firm - (10/3/2024 Terminated)Georgia
Registered Investment Advisory firm - (10/4/2024 Terminated)Kentucky
Registered Investment Advisory firm - (10/3/2024 Terminated)Maryland
Registered Investment Advisory firm - (10/9/2024 Terminated)Michigan
Registered Investment Advisory firm - (10/10/2024 Terminated)Ohio
Registered Investment Advisory firm - (10/3/2024 Terminated)Tennessee
Registered Investment Advisory firm - (10/3/2024 Terminated)Texas
Registered Investment Advisory firm - (10/3/2024 Terminated)Virginia
Registered Investment Advisory firm - (10/15/2024 Terminated)West Virginia
Registered Investment Advisory firm - (10/3/2024 Terminated)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
General Industry/Product Exam
RR
Series 7TO
Date: 7/26/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
CW
CRAFT WEALTH SERVICES
CRAFT ASSET MANAGEMENT | CRAFT WEALTH SERVICES | CRAFT ASSET MANAGEMENT LLC
CRD#: 289557 / SEC#: 801-131218
RIA
Registered Investment Advisory firm - (10/1/2024 Approved)Arizona
Registered Investment Advisory firm - (10/3/2024 Terminated)California
Registered Investment Advisory firm - (11/2/2024 Terminated)Colorado
Registered Investment Advisory firm - (10/4/2024 Terminated)Connecticut
Registered Investment Advisory firm - (10/15/2024 Terminated)District of Columbia
Registered Investment Advisory firm - (10/3/2024 Terminated)Florida
Registered Investment Advisory firm - (10/3/2024 Terminated)Georgia
Registered Investment Advisory firm - (10/4/2024 Terminated)Kentucky
Registered Investment Advisory firm - (10/3/2024 Terminated)Maryland
Registered Investment Advisory firm - (10/9/2024 Terminated)Michigan
Registered Investment Advisory firm - (10/10/2024 Terminated)Ohio
Registered Investment Advisory firm - (10/3/2024 Terminated)Tennessee
Registered Investment Advisory firm - (10/3/2024 Terminated)Texas
Registered Investment Advisory firm - (10/3/2024 Terminated)Virginia
Registered Investment Advisory firm - (10/15/2024 Terminated)West Virginia
Registered Investment Advisory firm - (10/3/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
615 Channelside Drive 207, Tampa, FL 33602
Mailing Address
Phone number
(813) 394-0984
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (16 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 746 |
| AUM (Assets Under Management) | $ 91,966,719 |
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.
