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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-25 |
| NY | RA | APPROVED | 2021-06-29 |
Branch Locations
1377 Motor Parkway Suite 205, Islandia, NY 11749 • United States
Commack, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance Associates, Inc. | Islandia | NY | 11/1989 | 12/2019 |
| Creative Wealth Management Llc | Islandia | NY | 03/2003 | Present |
| Commonwealth Financial Network | Waltham | MA | 01/2020 | Present |
1.Owner, Creative Wealth Management, LLC a Private Entity established to facilitate Securities, advisory, and insurance Business; as of 1/2/2020; less than 1% time spent during business hours; Conducted at branch; Investment related. 2. Fixed insurance sales; as of 1/2/2020; less than 5% time spent during business hours; Conducted at branch location; Investment related. 3. Author of You Can Afford To Retire; Located at Commack, NY, as of 2007; Approximately 0% time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 1985-06-18 |
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