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Current Employers
Creekmur Asset Management, Llc

805 West Jackson Suite 301, Morton, IL 61550 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-07-23
  • VA RA
    APPROVED
    Since 2025-07-23

Branch Locations

805 West Jackson Suite 301, Morton, IL 61550 • United States

1315 Second St. Sw, Roanoke, VA 24016 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Integrity Financial Planning, Inc. Roanoke VA 02/2010 07/2025
Creekmur Asset Management, Llc Morton IL 07/2025 Present
Previous Registrations
  • 2012-07-27 → 2025-07-22
    Integrity Financial Planning, Inc.
    Roanoke, VA
Other Businesses

1) INSURANCE AGENT. NOT INVESTMENT RELATED. VARIOUS CARRIERS. 20 HOURS A WEEK. 2) IMPACT TAX GROUP, LLC. MANAGING MEMBER. ENTITY OFFERING TAX PREPARATION AND PLANNING SERVICES. 20 HOURS A WEEK.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-05-12
S63 Uniform Securities Agent State Law Examination 2001-11-19
  • S65 Uniform Investment Adviser Law Examination
    2012-05-12
  • S63 Uniform Securities Agent State Law Examination
    2001-11-19

View on SEC IAPD

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