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Christian Fernando Carreon

Create Wealth Management, LLC

Porter Ranch, CA

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Current Employers
Create Wealth Management, Llc

Porter Ranch, CA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-04-06
CA RA APPROVED 2021-06-07
  • TX RA
    APPROVED_RES
    Since 2025-04-06
  • CA RA
    APPROVED
    Since 2021-06-07

Branch Locations

Porter Ranch, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rbc Advisors Burbank CA 06/2016 10/2017
Gold Coast Securities, Inc. Burbank CA 10/2016 09/2017
Medtronic, Llc Northridge CA 11/2015 10/2016
Npb Financial Group, Llc Burbank CA 10/2017 06/2019
Npb Financial Group, Llc Burbank CA 10/2017 06/2019
All One Wealth, Llc West Hollywood CA 04/2019 Present
Create Wealth Management, Llc Porter Ranch CA 06/2021 Present
  • 06/2016 → 10/2017
    Rbc Advisors
    Burbank, CA
  • 10/2016 → 09/2017
    Burbank, CA
  • 11/2015 → 10/2016
    Medtronic, Llc
    Northridge, CA
  • 10/2017 → 06/2019
    Npb Financial Group, Llc
    Burbank, CA
  • 10/2017 → 06/2019
    Npb Financial Group, Llc
    Burbank, CA
  • 04/2019 → Present
    West Hollywood, CA
  • 06/2021 → Present
    Porter Ranch, CA
Previous Registrations
  • 2019-06-03 → 2022-01-19
    West Hollywood, CA
    Camarillo, CA
  • 2017-10-17 → 2019-07-08
    Npb Financial Group, Llc
    Porter Ranch, CA
    West Hollywood, CA
  • 2017-09-15 → 2017-09-27
    Burbank, CA
Other Businesses

1.Paradigm Shift Trading, Inc. -- Not Investment Related -- Located at: 11337 Reseda Blvd. Porter Ranch, CA 91326, Nature: Educational Program/Mentorship Program -- Title: Owner and CEO -- Start Date: 10/1/2020 -- Hours/Month: 20 -- Trading Hours/Month: 10 -- Statement: PST is intended to provide educational and mentorship services related to systematic trading, and guide users to develop their own system. 2. ALL ONE WEALTH, LLC; INVESTMENT-RELATED; 120 LA CRESCENTA DR. CAMARILLO, CA 93010; REGISTERED INVESTMENT ADVISER; MANAGING MEMBER & INVESTMENT ADVISER REPRESENTATIVE; PROVIDE INVESTMENT ADVISORY SERVICES. 3. CREATE WEALTH MANAGEMENT, LLC; INVESTMENT-RELATED; 11337 RESEDA BLVD, PORTER RANCH, CA 91326; REGISTERED INVESTMENT ADVISER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; START 06/2021; PROVIDE INVESTMENT ADVISORY SERVICES.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-13
  • S66 Uniform Combined State Law Examination
    2017-09-13
Other Names
  • Christian F. Carreon
  • Christian Carreon

View on SEC IAPD

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