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11202 Racetrack Road, Ste 102, Ocean Pines, MD 21811 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-09 |
| MD | RA | APPROVED | 2025-02-24 |
| DE | RA | APPROVED | 2019-05-06 |
| TX | RA | APPROVED | 2019-04-26 |
Branch Locations
1203 W Marion Avenue Building 3, Suite A, Punta Gorda, FL 33950 • United States
11202 Racetrack Road, Ste 102, Ocean Pines, MD 21811 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Life Of Vermont | Montpelier | VT | 12/2000 | 05/2019 |
| Scf Securities, Inc. | Fresno | CA | 08/2016 | 06/2019 |
| Scf Investment Advisors, Inc. | Fresno | CA | 08/2016 | 06/2019 |
| Creative Wealth Management, Llc | Ocean Pines | MD | 02/2011 | Present |
| Cwm Advisory, Llc | Ocean Pines | MD | 04/2019 | Present |
1. Harold Lynn Carmean is President of CREATIVE WEALTH MANAGEMENT, LLC/OWNER - This entity is used for payroll and receiving income generated from insurance products and services delivered by Harold Lynn Carmean in his role as an independent licensed insurance agent- 11202 RACETRACK RD, STE 102 OCEAN PINES, MD 21811; CREATIVE WEALTH MANAGEMENT, LLC - FIXED INSURANCE SALES; REAL ESTATE RENTAL - OWN & MANAGER 1 RESIDENTAL RENTAL PROPERTY. 2. 3of7Project; Instructor; Investment related: No; PO Box 301 Argon Georgia 30104 USA; 3of7Project is a training company focused on developing individuals mentally, spiritually, and physically. Duties: Instructor at live experiences/events 6-7 times per year; 2023-03-07; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: .1;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-07 |
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