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Blair Thomas Breton

Eagle Strategies LLC

Norwell, MA

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Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-12-05
MA RA APPROVED 2017-10-24
  • TX RA
    APPROVED_RES
    Since 2024-12-05
  • MA RA
    APPROVED
    Since 2017-10-24

Branch Locations

Creative Wealth Solutions 101 Accord Park Drive. Suite 201, Norwell, MA 02061 • 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
New York Life Insurance Company Boston MA 05/2003 Present
Nylife Securities Boston MA 05/2003 Present
Keith, Meadows & Dunn, Llc Brockton MA 11/2006 Present
Eagle Strategies Llc Brockton MA 10/2017 Present
Creative Wealth Solutions And Insurance Services, Llc Norwell MA 11/2018 Present
  • 05/2003 → Present
    New York Life Insurance Company
    Boston, MA
  • 05/2003 → Present
    Nylife Securities
    Boston, MA
  • 11/2006 → Present
    Keith, Meadows & Dunn, Llc
    Brockton, MA
  • 10/2017 → Present
    Brockton, MA
  • 11/2018 → Present
    Creative Wealth Solutions And Insurance Services, Llc
    Norwell, MA
Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERINF NON-REGISTERED INSURANCE PRODUCTS; ROLE/TITLE: INSURANCE BROKER; COMPENSATION: COMMISSIONS] [OPERATING UNDER THE DBA NAME OF KEITH, MEADOWS & DUNN, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; AGENT; 1575 MAIN ST BROCKTON, MA 02301; START DATE: 11/2006] [AGENT CONDUCTING P&C SALES SINCE 6/07;; COMPENSATION: COMMISSIONS; PROPERTY & CASUALTY LICENSE; NON INVESTMENT RELATED; 1575 MAIN STREET PO BOX 3067 BROCKTON MA; AGENT; JUNE 2007 START DATE; 10 HOURS PER MONTH; PROPERTY & CASUALTY INSURANCE SALES DERIVED FROM NORMAL BUSINESS ACTIVITIES] [OPERATING UNDER THE DBA NAME OF CREATIVE WEALTH SOLUTIONS AND INSURANCE SERVICES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; NORWELL, MA; START DATE: 11/2018]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-20
S63 Uniform Securities Agent State Law Examination 2004-01-09
  • S66 Uniform Combined State Law Examination
    2017-09-20
  • S63 Uniform Securities Agent State Law Examination
    2004-01-09

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