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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-03-10 |
| FL | RA | APPROVED | 2024-11-25 |
| NC | RA | APPROVED | 2024-07-23 |
| GA | RA | APPROVED | 2024-07-18 |
| VA | RA | APPROVED | 2024-07-18 |
| SC | RA | APPROVED | 2024-07-17 |
Branch Locations
1330 Lady Street, Suite 202, Columbia, SC 29201 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linicoln Financial Securities Corporation | Columbia | SC | 07/2008 | 07/2024 |
| Lpl Financial Llc | Columbia | SC | 07/2024 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 07/2024 | Present |
| Hub International Investment Services | Kansas City | MO | 02/2025 | Present |
1) 05/08/2024 - CREATIVE STRATEGIES CONSULTING SERVICES LLC - Other - Inactive Business Entity - SC 29201 - Non investment related - 10 Hours per month - Start date: 1/1/2015. 2) 05/08/2024 - CREATIVE F1NANCIALSTRATEGIES - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 3) 05/08/2024 - CREATIVE FINANCIAL STRATEGIES, A HUB INT'L CO - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 4) 05/08/2024 - HUB RETIREMENT AND WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 5) 05/08/2024 - HUB IN TERNATIONAL - Outside/W-2 Employment - Advisor / Agent - SC 29201 - Non investment related - 160 Hours per month - Start date: 6/1/24. 6) 05/08/2024 - NOTARY - SC 29201 - Investment related - 0.25 Hours per month - Start date: 3/1/24. 7) 05/08/2024 - CREATIVE FINANCIAL STRATEGIES - Non-Variable Insurance - Selling: Life Insurance, disability income, long term care, fixed annuity, Various - SC 29201 - Investment related - 10 Hours per month - Start date: 3/1/24. 8.05/20/2025 - CREATIVE FINANCIAL STRATEGIES, LLC - Investment Related - Insurance Agency - At Reported Business Location(s) - Start Date:02/24/2006 - 2 Hrs/Mth - 2Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 1989-06-02 |
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