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699 Bloomfield Ave., Bloomfield, CT 06002-2462 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-23 |
| MA | RA | APPROVED | 1995-11-23 |
| CT | RA | APPROVED | 1985-12-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Funding Corporation | Hartford | CT | 09/1985 | Present |
I AM AN INDEPENDENT LIFE & HEALTH INSURANCE AGENT. I HAVE BEEN LICENSED SINCE 1980. I SPEND APPROXIMATELY 8 HOURS PER MONTH ON THIS BUSINESS. MY DUTIES ARE TO REPRESENT MY CLIENT'S NEEDS FOR LIFE INSURANCE IN PROTECTING THEIR ASSETS, INCOME AND ESTATE. INVESTMENT ADVISOR BUSINESS THROUGH CREATIVE FUNDING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-05-11 |
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