Kristin Reeve Creighton

Current Employers

Employment History

• 02/2011 → Present
  Kristin Creighton Design
  Brooklyn, NY
• 08/2016 → 12/2016
  California Beach Ltd
  Brooklyn, NY
• 02/2017 → 07/2017
  Sans Bakery
  Queens, NY
• 09/2018 → 01/2020
  Concorde Investment Services, Llc
  Livonia, MI
• 01/2020 → Present
  Dai Securities, Llc
  Atlanta, GA
• 01/2025 → Present
  Dai Wealth Llc
  Atlanta, GA

Other Businesses

1) Name of Business: Kristin Creighton Design Business is not investment related Address: 520 Leonard St, Ground Floor, Brooklyn NY 11222 Nature of business: Marketing, sales, and branding consulting services for small businesses. Relationship to business: Sole proprietor as of 02/2011 About 30-40 hours/mo devoted to the business, with a flexible schedule Operating during trading hours fluctuates between 3-5 hours/week. 2) Sourcenet Investment Services LLC. This is investment related activity it is located at 350 Lincoln St. Suite 2400, Hingham, MA 02043. Duties include marketing manager and its sales and graphics support. 40+ hours a month during business hours and 40+ hours outside of business hours. 3) DAI WEALTH; INVESTMENT RELATED; HINGHAM, MA; INVESTMENT ADVISOR REPRESENTATIVE; 2/2025; 40 HOURS; 40 HOURS; CLIENT INTERFACING, PORTFOLIO MGMT, INVESTMENT ADVICE, OPERATIONS MGMT, MARKETING DUTIES AND MGMT

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-23
• S63 Uniform Securities Agent State Law Examination
  2023-03-06
• S66 Uniform Combined State Law Examination
  2021-09-23