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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-05 |
| MA | RA | APPROVED | 2023-08-01 |
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 |
|---|---|---|---|---|
| Creative Wealth Solutions | Hanover | MA | 01/2021 | 06/2021 |
| New York Life Insurance Company | Hanover | MA | 06/2021 | Present |
| Nylife Securities Llc | Hanover | MA | 12/2021 | Present |
| Roger Keith And Sons Insurance | Brockton | MA | 05/2019 | 08/2019 |
| Granite Links Golf Course | Quincy | MA | 05/2018 | 08/2018 |
| Endicott College | Beverly | MA | 07/2017 | 06/2021 |
| Hanover Hugh School | Hanover | MA | 07/2013 | 07/2017 |
| Creative Wealth Solutions And Insurance Services, Llc | Norwell | MA | 04/2022 | Present |
| Eagle Strategies Llc | Hanover | MA | 07/2023 | Present |
[OPERATING UNDER THE DBA NAME OF CREATIVE WEALTH SOLUTIONS AND INSURANCE SERVICES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; NORWELL, MA; START DATE: 04/2022] [Massachusetts Interscholastic Athletic Association; Coaching Football; 33 Forge Parkway Franklin Ma 02038; Start Date 09/2022; Role/Title: Volunteer; Not Investment Related; 30 hours per month; 0 hours per month during securities trading hours; Coaching Football] [South Shore Young Professionals; Assist in interview process for the Grant Committee ; 1050 Hingham Street, Rockland, MA 02370; Start Date 12/2022; Role/Title: Board Member; Not Investment Related; 5 hours per month; 3 hours per month during securities trading hours; Assist in interview process for the Grant Committee]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-06 |
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