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Account
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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-20 |
| NJ | RA | APPROVED | 2024-10-15 |
| PA | RA | APPROVED | 2024-10-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Red Bank | NJ | 02/2004 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. CREATIVE CAPITAL GROUP - DBA; 100% OWNERSHIP. START DATE: 2004; DEVOTES 160 HRS PER MONTH, 160 HRS DURING MARKET HRS. 2. ORDER OF AHEPA POSITION: CHAIRMAN OF TRUST COMMITTEE NATURE: FRATERNAL ORGANIZATION INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 03/01/1996 ADDRESS: 1810 S. Albert Street, Allentown PA 18103, United States DESCRIPTION: review trust fund; discuss with other members which securities to buy, hold and keep. 3, LAWRENCE T. LARMER POSITION: passive investor NATURE: I own fractional shares in thoroughbred racehorses. Our auditor said I need to report this an outside business.. I do however question whether this is in fact an outside business interest. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/13/2021 ADDRESS: MyRacehorse.com, Lexington KY 40502, United States DESCRIPTION: I have no duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 1980-05-28 |
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