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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-02-06 |
Branch Locations
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 |
|---|---|---|---|---|
| West Virginia University | Morgantown | WV | 08/2016 | 05/2020 |
| Weymouth Public Schools | Weymouth | MA | 05/2017 | 08/2017 |
| Usair Conditioning - Heating Inc. | Weymouth | MA | 05/2018 | 08/2019 |
| Common Wealth Insurance Partners | Quincy | MA | 05/2019 | 08/2019 |
| West Virginia University | Morgantown | WV | 08/2019 | 05/2020 |
| Unemployed | Weymouth | MA | 05/2020 | 01/2021 |
| New York Life Insurance | Bridgewater | MA | 01/2021 | Present |
| Nylife Securities, Llc | Bridgewater | MA | 05/2021 | Present |
| Eagle Strategies Llc | Bridgewater | MA | 01/2025 | Present |
| Creative Wealth Solutions & Insurance Services Llc | Norwell | MA | 11/2025 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products ; 2 Lakshore Center Bridgwater MA 02324; Start Date 03/2024; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF CREATIVE WEALTH SOLUTIONS & 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: 11/2025]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-16 |
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