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Temecula, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-13 |
| TX | RA | APPROVED_RES | 2020-01-15 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Wealth Group/Dba Creative Wealth & Insurance Solutions | Temecula | CA | 03/2015 | Present |
| Ameritas Investment Corp | Lincoln | NE | 04/2016 | 11/2016 |
| Ameritas Life Insurance Corp | Lincoln | NE | 03/2016 | 11/2016 |
| Palomar Advisors Inc. (F/K/A Creative Benefits Inc.) | Temecula | CA | 09/2016 | Present |
CREATIVE WEALTH GROUP/DBA CREATIVE WEALTH AND INSURANCE SOLUTIONS; SAME AS BRANCH; INV REL; GROUP AND INDIVIDUAL FIXED INSURANCE PRODUCT SALES; PRESIDENT/CEO; START DATE=03/2015; HRS/MO=180; TRADING HRS/MO=100; OVERSEE THE SALES, MARKETING, OPERATIONS, COMPLIANCE & BUDGET, PERSONAL SALES OF FIXED INSURANCE PRODUCTS; *CAPTIVE INSURANCE SALES; SAME AS BRANCH; NON-INV REL; RECEIVE A 20% INITIAL FINDER'S FEE AND 10% ANNUALLY OF THE ANNUAL ADMINISTRATION FROM THE CAPTIVE INSURANCE COMPANY; FINDER'S FEE; START DATE=04/2016; HRS/MO=10; TRADING HRS/MO=10; FINDING PROSPECTS;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-14 |
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