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Yorkville, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-01 |
Branch Locations
1716 W Memorial Highway, Harmony, NC 28634 • United States
Yorkville, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Riverton | WY | 06/2020 | 08/2020 |
| Patriot Well Solutions | Williston | ND | 03/2020 | 06/2020 |
| Reddon, Koehn & Associates | Riverton | WY | 09/2016 | 02/2020 |
| Thrivent Investment Management Inc | Bismarck | ND | 08/2020 | 09/2023 |
| Thrivent Financial | Appleton | WI | 10/2020 | 03/2021 |
| Thrivent Financial | Appleton | WI | 03/2021 | 09/2023 |
| Lpl Financial Llc | Dickinson | ND | 10/2023 | 01/2026 |
| Gwn Securities Inc. | Palm Beach Gardens | FL | 03/2026 | Present |
Business name: Blue Haven, CPA, Business Address: 1716 W Memorial Hwy Harmony, NC 28634, Position Held: Staff Accountant, Expected annual income: 50000, Compensation Type: Other, Hours Per Month: 40, Hours Per Month Trading: 0, Involvement status: ACTIVE, Start: 2026-02-01, Activity description: Prepare business & Personal tax returns. Potentially assist in sales & employee recruiting in the future, Investment Related?: NO, Will this activity interfere with or compromise your responsibilities as a registered representative?: NO, Is there an expectation to solicit other ownership or raise capital? : NO, Is there a web presence? : YES, Is there check-writing, trading authority/custody or control?: NO, Please list all non-securities licenses and/or certifications/professional designations that may apply to this activity (i.e. insurance, CPA, ChFC, etc.): . Business name: CREED FINANCIAL, LLC, Business Address: 1716 W Memorial Hwy Harmony, NC 28634, Position Held: Owner / Financial Professional, Expected annual income: 100000, Compensation Type: Fee-based, Hours Per Month: 40, Hours Per Month Trading: 2, Involvement status: ACTIVE, Start: 2026-03-18, Activity description: Sell fee based investments(Latitude Advisors, LLC), Commission based investments (GWN), LTC Insurance, Life Insurance, Health Insurance., Investment Related?: Yes, Will this activity interfere with or compromise your responsibilities as a registered representative?: No, Is there an expectation to solicit other ownership or raise capital?: No, Is there a web presence?: No, Is there check-writing, trading authority/custody or control?: Yes, Please list all non-securities licenses and/or certifications/professional designations that may apply to this activity (i.e. insurance, CPA, ChFC, etc.): CEPA (Certified Exit Planning Advisor) , Insurance (Life & Longterm Care)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-25 |
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