CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC. of VALENCIA, CA is an SEC-registered investment adviser (CRD 142180). Regulatory assets under management: $58.3M.
| Name | Role | Location |
|---|---|---|
| GRAVETTE ROBERT ALLEN | PRESIDENT/CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF COMPLIANCE OFFICER/SECRETARY; PRESIDENT/SECRETARY | — |
| MACARTHUR MARK ANDREW | DIRECTOR/SECRETARY; SECRETARY/CHIEF INVESTMENT OFFICER | — |
| HERBERT ZACHARY PAUL | CHIEF INVESTMENT OFFICER | — |
| STAUFFER JASON OWEN | DIRECTOR OF OPERATIONS; DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER | — |