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Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-12-05
MA RA APPROVED 2023-08-01
  • TX RA
    APPROVED
    Since 2024-12-05
  • MA RA
    APPROVED
    Since 2023-08-01

Branch Locations

Creative Wealth Solutions 101 Accord Park Drive, Suite 201, Norwell, MA 02061 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2021 → 06/2021
    Creative Wealth Solutions
    Hanover, MA
  • 06/2021 → Present
    New York Life Insurance Company
    Hanover, MA
  • 12/2021 → Present
    Nylife Securities Llc
    Hanover, MA
  • 05/2019 → 08/2019
    Roger Keith And Sons Insurance
    Brockton, MA
  • 05/2018 → 08/2018
    Granite Links Golf Course
    Quincy, MA
  • 07/2017 → 06/2021
    Endicott College
    Beverly, MA
  • 07/2013 → 07/2017
    Hanover Hugh School
    Hanover, MA
  • 04/2022 → Present
    Creative Wealth Solutions And Insurance Services, Llc
    Norwell, MA
  • 07/2023 → Present
    Hanover, MA
Other Businesses

[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]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-14
S63 Uniform Securities Agent State Law Examination 2022-08-06
  • S65 Uniform Investment Adviser Law Examination
    2023-07-14
  • S63 Uniform Securities Agent State Law Examination
    2022-08-06

View on SEC IAPD

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