Theresa Anne Markham

Employer firm

Creativeone Wealth, LLC CRD 281213

$6.25B regulatory AUM 62 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2019 → 09/2022
  Lexington Avenue Capital Managment Llc
  New City, NY
• 01/2012 → 11/2019
  Homemaker
  Hamburg, NJ
• 03/2022 → Present
  Markham Asset Management Llc
  Hamburg, NJ
• 10/2022 → Present
  Creativeone Wealth, Llc
  Overland Park, KS

Previous Registrations

• 2020-02-12 → 2022-09-30
  Lexington Avenue Capital Management, Llc
  Hamburg, NJ
  New City, NY

Other Businesses

1) Vernon Chamber of Commerce; Not investment related; P.O Box 308 Vernon, NJ 07462; Non-Profit organization; Member; Treasurer; 01/2023; 6 hrs/mo; 1 hr/mo; Keep track of membership dues/renewals, fundraising activities, report to board monthky

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-12-18
• S63 Uniform Securities Agent State Law Examination
  1992-06-02

Other Names

• Theresa Anne Caron
• Theresa A Caron