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6265 Greenwich Drive Suite 201, San Diego, CA 92122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-23 |
| CA | RA | APPROVED | 2025-04-30 |
Branch Locations
6265 Greenwich Drive Suite 201, San Diego, CA 92122 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Lindon | UT | 10/2018 | 12/2019 |
| Doterra International Llc | Pleasant Grove | UT | 07/2016 | 10/2018 |
| Bank Of Utah | Lindon | UT | 12/2019 | 04/2021 |
| Bank Of Utah | Salt Lake City | UT | 04/2021 | 09/2024 |
| Creative Capital Management Investments Llc | San Diego | CA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-11 |
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