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30 Burton Hills Suite 550, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-02-04 |
Branch Locations
30 Burton Hills Suite 550, Nashville, TN 37215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Nashville | TN | 10/2017 | 11/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ridgeland | MS | 08/2016 | 09/2017 |
| Mississippi College | Clinton | MS | 08/2013 | 05/2017 |
| Bank Of America, N.A. | Nashville | TN | 02/2018 | 12/2020 |
| Lpl Financial Llc | Nashville | TN | 12/2020 | Present |
| Creative Investment Group | Nashville | TN | 01/2025 | Present |
1. 11/04/2021 - No Business Name - Investment Related - Nashville, TN 37146 - Real Estate Rental - Start Date: 11/05/2021 - 0 Hours Per Month/0 Hours During Securities Trading - Rental property. 2. 1/5/2022 - Creative Investment Group - DBA: Creative Investments - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/19/2021 - 160 Hours Per Month/6 Hours During Securities Trading. 3. 1/5/2022 - Creative Investment Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/19/2021 - 160 Hours Per Month/6 Hours During Securities Trading. 4. 04/14/2022 - Cielo Ventures LLC - Not Investment Related - 4100 Colorado Ave, Nashville, TN 37209 - Business Entity For Tax/Investment Purposes Only - Start Date - 02/03/2022 - 1 Hours Per Month/05 Hours During Securities Trading. 5. 09/27/2024 - 2400 Clarksville Owner, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 2400 Clarksville Pike Nashville, TN 37208 - Start Date 08/11/2023 - 0 Hours Per Month/ During Trading 6. 12/03/2024 - Blizz Bros LLC - Other - Quick Service Restaurant - Investor - Not Investment Related - 3404 West End Avenue Nashville, TN 37203 - Start Date 09/02/2024 - 1 hour per month/ 0 hours during trading 7. 01/08/2025 - 1714 Blair Holdings LLC - Investment Related - Real Estate Rental - Nashville, TN - Start Date:01/01/2025 - 1 Hrs/Mth - 0 Hrs During Trading. 8. 02/11/2025 - Creative Investment Group- Registered Investment Advisor Hybrid- IAR - Investment Related - At Reported Business Locaiton(s) - Start Date 02/01/2025- 140 hours per month/ 7 hours during trading - I provide investment advisory services through Creative Investment Group, an independent investment advisor firm. I started this business activity in 2/2025. I expect to spend approximately 140 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-21 |
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