Courdney Williams

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

• 02/2012 → 10/2017
  New York Life Insurance Co
  Houston, TX
• 09/2012 → 10/2017
  Nylife Securities Llc
  Housto, TX
• 10/2017 → 07/2019
  Massachusetts Mutual Life Insurance Company
  Houston, TX
• 11/2017 → 07/2019
  Mml Investors Services, Llc
  Houston, TX
• 07/2019 → 12/2020
  Allstate Insurance Company
  Sugar Land, TX
• 07/2021 → 11/2022
  Guardian Life Insurance Company
  Sugar Land, TX
• 07/2021 → 11/2022
  Park Avenue Securities
  Sugar Land, TX
• 12/2020 → 07/2021
  Unemployed
  Houston, TX
• 07/2021 → 11/2022
  Guardian Life Insurance Company
  Houston, TX
• 07/2021 → 11/2022
  Park Avenue Securities
  Houston, TX
• 12/2024 → Present
  Creativeone Wealth, Llc
  Overland Park, KS
• 07/2022 → 05/2024
  Caitlin John Private Wealth Management
  Brighton, TX
• 05/2024 → 12/2024
  Noetic Wealth Strategies, Llc
  Houston, TX

Previous Registrations

• 2023-07-24 → 2024-05-15
  Simplyria Advisor Network
  Houston, TX
  Brighton, MI

Other Businesses

1.) Noetic Wealth Strategies, LLC; investment-related;1606 Dove Ridge Dr. Katy, TX 77493; Insurance and Annuity Sales; President/Wealth Advisor; 03/2023; 60 hours/mo; 60 hrs/mo 2.) Kirk, Summa & Co CPAs; investment-related; One Dansbury Square East Stroudsburg, PA 18301; Wealth Advisor; 12/2024; 20 hrs/mo; 20 hrs/mo 3.) Gold Standard CPA; investment-related; 411 East Bonneville Ave Suite #430 Las Vegas, NV 89101; Wealth Advisor; Life and Annuity Sales; 12/2024; 20 hrs/mo; 20 hrs/mo

Exams

• S66 Uniform Combined State Law Examination
  2022-12-14
• S63 Uniform Securities Agent State Law Examination
  2013-11-07

Other Names

• Cory Lynnere Williams
• Courdney Williams
• Courdney Lynnere Williams