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Current Employers
Creative Capital Management Investments Llc

6265 Greenwich Drive Suite 201, San Diego, CA 92122 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-10-22
TX RA APPROVED_RES 2024-10-22
  • CA RA
    APPROVED
    Since 2024-10-22
  • TX RA
    APPROVED_RES
    Since 2024-10-22

Branch Locations

6265 Greenwich Drive Suite 201, San Diego, CA 92122 • 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
University Bellingham WA 10/2014 06/2019
Abacus Santa Monica CA 07/2022 01/2023
Local360 & Et Voila Seattle WA 07/2019 12/2022
Financial Haus - North Star Subsidiary San Diego CA 01/2022 07/2022
Casa Gabriela San Diego CA 02/2023 03/2023
Creative Capital Management Investments San Diego CA 04/2023 Present
  • 10/2014 → 06/2019
    University
    Bellingham, WA
  • 07/2022 → 01/2023
    Abacus
    Santa Monica, CA
  • 07/2019 → 12/2022
    Local360 & Et Voila
    Seattle, WA
  • 01/2022 → 07/2022
    Financial Haus - North Star Subsidiary
    San Diego, CA
  • 02/2023 → 03/2023
    Casa Gabriela
    San Diego, CA
  • 04/2023 → Present
    Creative Capital Management Investments
    San Diego, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-17
  • S65 Uniform Investment Adviser Law Examination
    2022-10-17
Designations

View on SEC IAPD

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