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#1003 4000 Chapel View Blvd Suite 300, Cranston, RI 02920 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| FL | RA | APPROVED | 2025-01-01 |
| MO | RA | APPROVED | 2022-09-21 |
| NH | RA | APPROVED | 2015-09-14 |
| IL | RA | APPROVED | 2015-05-13 |
| TX | RA | APPROVED_RES | 2015-03-20 |
| MA | RA | APPROVED | 2015-03-17 |
| RI | RA | APPROVED | 2015-03-02 |
Branch Locations
#1003 4000 Chapel View Blvd Suite 300, Cranston, RI 02920 • 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 |
|---|---|---|---|---|
| Creative Resources Investment Advisors, Llc | Warwick | RI | 08/1996 | 05/2017 |
| Spagus Capital Partners, Llc | Warwick | RI | 11/2010 | 12/2020 |
| Roman Capital Partners, Llc | Warwick | RI | 07/2007 | 03/2021 |
| Creative Resources Investment Advisors Llc | Warwick | RI | 05/2017 | Present |
| Alluvion Brands, Llc | Warwick | RI | 09/2021 | Present |
| Creative Resources Broker Services, Llc | Cranston | RI | 07/2024 | Present |
INSURANCE ACTIVITY;ESTATE PLANNING, TRUSTEE SERVICES, RIA - 1)CREATIVE RESOURCES INVESTMENT ADVISOR, LLC, 114 Heather St. Cranston RI 02920, VICE PRESIDENT/INVESTMENT ADVISOR, 10/1993, PORTFOLIO MANAGER, 90%. 2) Alluvion Brands, LLC, Cranston, RI, privately-held management consulting company, President, 09/2021, less than 10%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-29 |
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