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Jonathan R Creighton

Dai Wealth, LLC

Hingham, MA

Atlanta, GA

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Current Employers
Dai Wealth, Llc

2800 Century Parkway Ne Suite 650, Atlanta, GA 30345 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2021-04-22
  • MA RA
    APPROVED
    Since 2021-04-22

Branch Locations

350 Lincoln Street Suite 2400, Hingham, MA 02043 • United States

2800 Century Parkway Ne Suite 650, Atlanta, GA 30345 • 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
Concorde Investment Services Troy MI 05/2011 01/2020
Sourcenet Investment Services, Llc Hingham MA 06/2011 Present
Concorde Asset Management, Llc Troy MI 11/2012 01/2020
Dai Securities, Llc Atlanta GA 01/2020 Present
  • 05/2011 → 01/2020
    Concorde Investment Services
    Troy, MI
  • 06/2011 → Present
    Sourcenet Investment Services, Llc
    Hingham, MA
  • 11/2012 → 01/2020
    Troy, MI
  • 01/2020 → Present
    Dai Securities, Llc
    Atlanta, GA
Previous Registrations
Other Businesses

1)JACK CREIGHTON REAL ESTATE BROKERAGE & CONSULTING; 350 LINCOLN ST, STE 2400 HINGHAM MA 02043 REAL ESTATE BROKERAGE SINCE 1981. UNDER 10% OF TOTAL BUSINESS. Hours worked 1-5 hours during business hours and 1-5 hours worked outside of business activities. 2)S-NET-INVEST. BUSINESS AND FINANCIAL COMMENTARY SINCE 2008. 10 HOURS PER MONTH. 3)NR NOMINEE TRUST REAL ESTATE MANAGEMENT, 23 Cushing Rd Cohasset Ma 02025. Investment Related. Member, oversee real estate. SINCE 1981 1-5 hrs/mp outside business hours, 1-5 hrs/mo during business hours. 4)SOURCENET INVESTMENT SERVICES. START DATE, JUNE 2011. HINGHAM, MA. MANAGER AND 100% OWNER. SALE OF SECURITIES PRODUCTS. 5)SOURCENET INSURANCE, 350 Lincoln St suite 2400, Hingham MA 02043. INVESTMENT RELATED. SALE OF INSURANCE PRODUCTS THROUGH CONCORDE INSURANCE AGENCY. HINGHAM, MA, 1-5 HOURS/MONTH DURING TRADING HOURS.1-5 hrs/mo outside business hours. 6) Concorde Insurance Agency; HINGHAM, MA. Insurance Agent; provide insurance services to clients when appropriate. No client conflict. 7)Concorde Asset Management, 350 LINCOLN ST, STE 2400 HINGHAM MA 02043. Investment Related. Asset Manager. 11-20 hrs/month during business hours, 1-5 hours outside business hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-10-05
S63 Uniform Securities Agent State Law Examination 2009-09-03
  • S65 Uniform Investment Adviser Law Examination
    2012-10-05
  • S63 Uniform Securities Agent State Law Examination
    2009-09-03
Other Names
  • John Craton
  • John Craton
  • Jack Creighton

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