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805 West Jackson Suite 301, Morton, IL 61550 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-08-26 |
Branch Locations
805 West Jackson Suite 301, Morton, IL 61550 • United States
201 Roper Creek Drive, Greenville, SC 29615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-04-09 |
| SC | RA | APPROVED | 2024-09-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verity Asset Management | Durham | NC | 01/2014 | 02/2017 |
| Self Employed Contracted With Ing | Mills River | NC | 07/2004 | Present |
| Financial Gravity Asset Management, Inc. | Austin | TX | 02/2017 | 03/2022 |
| Wright Retirement Llc | Greenville | SC | 02/2014 | Present |
| Carolina Insurance Express Llc | Greenville | SC | 02/2011 | Present |
| Self-Employed Contracted With Voya And National Li | Greenville | SC | 07/2004 | Present |
| Idle Hill Advisors Llc | Greenville | SC | 02/2022 | Present |
| Creekmur Asset Management, Llc | Morton | IL | 08/2026 | Present |
1. Wright Retirement, LLC for Annuity and Insurance Sales and receive annuity and insurance commissions from this business. I am no longer soliciting clients outside of the scope of my work through Idle Hill Advisors LLC. I only service existing clientele outside of trading hours. I receive a small amount of renewal commissions on annuity business through this Wright Retirement LLC. 2. Carolina Insurance Express LLC for Employee Retirement Plan Sales. Managing Member, spends approximately 1 hour per month, O during trading hours. 2. Carolina Insurance Express, LLC for 403(b) and 457(b) annuity sales. I am no longer soliciting new business through this firm and am only servicing existing clientele in non-trading hours. I receive renewal commissions on 403(b) and 457(b) annuity business. 3. Currently employed by Investments Made Easy. Investment-related. This company is employed by Idle Hill Advisors. Start Date: 01/2025. 4. Insurance Agent via Insurance Made Easy and its sister companies. Collectively d/b/a "The Wealth Training Academy." This company provides Independent Insurance Agent services, Tax Planning & Consulting, Estate Planning Consulting, and Business Valuation & Consulting. Investment-related. Start Date: 02/2017. Approximately 15 hours per month, all during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-10 |
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