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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-05 |
| MA | RA | APPROVED | 2017-10-24 |
Branch Locations
Creative Wealth Solutions 101 Accord Park Drive. Suite 201, Norwell, MA 02061 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
[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]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-09 |
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