CRAIG R. KAPP is an investment adviser representative (IAR) with state registration records since 2008, appearing at 5 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-02-17 | 2025-03-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2020-05-06 | 2022-01-11 | — |
| U.S. BANCORP INVESTMENTS, INC. | 2017-05-15 | 2020-04-22 | — |
| TRANSAMERICA RETIREMENT ADVISORS, LLC | 2014-10-03 | 2016-12-31 | — |
| STRATEGIC ADVISERS LLC | 2008-02-15 | 2014-09-26 | — |