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Current Employers
Creekmur Asset Management, Llc

805 West Jackson Suite 301, Morton, IL 61550 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-08-26
  • SC RA
    APPROVED
    Since 2026-08-26

Branch Locations

805 West Jackson Suite 301, Morton, IL 61550 • United States

201 Roper Creek Dr., Greenville, SC 29615 • United States

Idle Hill Advisors Llc

201 Roper Creek Drive, Greenville, SC 29615 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-04-09
SC RA APPROVED 2024-09-26
  • GA RA
    APPROVED
    Since 2026-04-09
  • SC RA
    APPROVED
    Since 2024-09-26

Branch Locations

201 Roper Creek Drive, Greenville, SC 29615 • 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
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
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-03-10
  • S65 Uniform Investment Adviser Law Examination
    2014-03-10

View on SEC IAPD

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