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101 Cottage Street, Littleton, NH 03561 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 1995-11-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Financial Strategies, Inc. | Littleton | NH | 12/1993 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2005 | Present |
| Mountain Top Telecom, Inc. | Franconia | NH | 01/2023 | Present |
1. PRESIDENT AND OWNER OF CREATIVE FINANCIAL STRATEGIES,INC. PRESIDENT SINCE 12/1993. 101 COTTAGE ST. LITTLETON, NH 03561-LIFE AND HEALTH INSURANCE AGENCY AND NH REGISTERED INVESTMENT ADVISORY FIRM. 30 HR +/WEEK. 2. COTTAGE PARK PROFESSIONAL CENTER, SINCE 5/85. OWNER/OPERATOR-COMMERCIAL OFFICES RENTAL & PROPERTY MANAGEMENT DUTIES. 10 HRS. MONTHLY. 3. COTTAGE PARK PROFESSIONAL CENTER: OWNER,SINCE 04, 1985 COMMERCIAL OFFICE PARK...MINIMAL TIME COMMITMENT 4. KEVIN M. O'BRIEN & ASSOCIATES: OWNER, SINCE 01/1980 INSURANCE BROKERAGE....MINIMAL TIME COMMITMENT 5. FALLOWFIELD FARM, LLC; NON-INVESTMENT RELATED; NOB: REAL ESTATE HOLDING CO., MANAGE DAY-TO-DAY AFFAIRS 10 HRS/MO; START DATE: 5/24/11 ALL BUSINESS ACTIVITIES HOUSED AT 101 COTTAGE STREET LITTLETON, NH 03561 6. THE RENATE SANGHAVI REVOCABLE TRUST OF 2003; INVESTMENT RELATED; 61 GRANDVIEW RD LITTLETON, NH 03561; TRUSTEE OF TRUST; CO-TRUSTEE; START DATE: 01/29/2003; APPROX 1 HR/MO; NO FEE CHARGED FOR TRUSTEE SERVICES, TWO EXISTING INVESTMENT ACCOUNTS 7. Mountain Top Telecom, Inc; investment related: No; Location: 334 Main Street Franconia New Hampshire 03580 USA; Description: Provider of wireless internet services; Position Title: Treasurer/Board Member; Responsibilities Duties: General Board Duties involved with business management.; Start date: 2023-01-01; Hours per month during trading hours: 0; Hours per month outside trading hours: 2.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-14 |
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