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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2017-03-25 |
Branch Locations
3779 Vest Mill Road Suite A, Winston Salem, NC 27103 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities | Winston-Salem | NC | 12/2000 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Winston Salem | NC | 07/2016 | Present |
| Mml Investors Services, Llc | Winston Salem | NC | 03/2017 | Present |
1) INDEPENDENT INSURANCE AGENT - FROM RESIDENTIAL ADDRESS- LIFE/ACCIDENT/HEALTH-1 HOUR SECURITIES - SINCE 10/2013 2) Owner of rental real estate CWM7 Properties LLC in Winston Salem, NC - from 3779A Vest Mill Rd., Winston Salem, NC 27103 - 0 hours involved - since 12/2016 3) NAME: CREATIVE WEALTH MANAGEMENT GROUP, LLC INV REL: Y ADDR: 3779 VEST MILL ROAD, SUITE A, WINSTON SALEM, NC 27103 NATURE: FINANCIAL SERVICES POSITION: MEMBER START: 9/1/2016 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-23 |
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