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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-09-24 |
| GA | RA | APPROVED | 2023-11-17 |
| OH | RA | APPROVED | 2023-11-15 |
| IN | RA | APPROVED | 2023-09-01 |
| VA | RA | APPROVED | 2023-09-01 |
Branch Locations
5726 Marlin Rd Suite 107, Chattanooga, TN 37411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aig American General Life Insurance Company | Chattannooga | TN | 10/2002 | Present |
| Sagepoint Financial, Inc | Chattanooga | TN | 01/2009 | Present |
| Osaic Wealth, Inc. | Chattanooga | TN | 09/2023 | Present |
1.CREEL FINANCIAL SERVICES POSITION: President/CEO NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 02/20/2024 ADDRESS: 5726 Marlin Road, suite 107, Chattanooga TN 37411, United States DESCRIPTION: acquire new insurance clients and service existing clients with fixed insurance needs 2.SOUTHERN EXPRESS FINANCIAL GROUP POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2004 ADDRESS: 5726 Marlin Road, Suite 107, Chattanooga TN 37411, United States DESCRIPTION: sell life,health, long term care, medicare insurance,and fixed annuities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-08 |
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