Louis Adam Goldman

Employer firm

Creativeone Securities, LLC CRD 152974

$2.54B regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2006 → 01/2019
  Questar Capital Corporation
  Minneapolis, MN
• 01/2019 → 09/2023
  American Portfolios Financial Services
  Holbrook, NY
• 11/2023 → 11/2023
  Kovack Securities, Inc.
  Fort Lauderdale, FL
• 11/2023 → 11/2023
  Kovack Advisors, Inc.
  Fort Lauderdale, FL
• 02/2024 → Present
  Creativeone Securities, Llc
  Overland Park, KS

Previous Registrations

• 2019-01-24 → 2023-10-20
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2008-08-19 → 2019-01-23
  Questar Asset Management, Inc.
  Minneapolis, MN
  River Edge, NJ

Other Businesses

1. Tax Depot NJ, LLC; not investment related; 111 Kinderkamack Road Suite 303, River Edge, NJ 07661; President; 01/2010; 80 hrs/mo; 4 hrs/mo 2. Lou Goldman Insurance through Underwriters Marketing Services; investment related; 100 Century Parkway Suite 240 Mount Laurel, NJ 08054; Agent; 06/1979; 10 hrs/mo; 5 hrs/mo; submitting insurance business. 3. Lou Goldman Notary; not investment related; 111 Kinderkamack Road Suite 303, River Edge, NJ 07661; Notary; Start Date: 8/10/2006; 1/2 hr/mo; 1/2 hr/mo; notarizing documents.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-08-14
• S63 Uniform Securities Agent State Law Examination
  1985-09-06

Other Names

• Louis Adam Goldman
• Louis A Goldman