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805 West Jackson Suite 301, Morton, IL 61550 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-21 |
Branch Locations
805 West Jackson Suite 301, Morton, IL 61550 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 12/2010 | 03/2023 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 12/2010 | 03/2023 |
| Ae Financial Services, Llc | Topeka | KS | 03/2023 | 12/2023 |
| Creekmur Asset Management, Llc | Morton | IL | 03/2023 | Present |
1.) CREEKMUR INC., DBA CREEKMUR ASSET MANAGEMENT, LLC POSITION INSURANCE AGENT; NATURE: INSURANCE SALES INVESTMENT RELATED: NO; NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE 03/2023 ADDRESS: MORTON, IL 61550 DESCRIPTION: Insurance Sales and Services. 2.) FINANCIAL PLANNING ASSOCIATION OF DFW POSITION: COMMITTEE MEMBER NATURE: NON-PROFIT 501 C-3 INVESTMENT RELATED: NO NUMBER OF HOURS: 01 SECURITIES TRADING HOURS: 01 START DATE 01/2021 ADDRESS: 1290 BROADWAY SUITE 1625 DENVER, CO 80203 DESCRIPTION: HELP BUILD MEMBERSHIP FOR THE ORGANIZATION 3.) FINANCIAL ENLIGHTENMENT POSITION: OWNER NATURE: Fixed Insurance Sales and Annuity Clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE 01/1987 ADDRESS: 10,000 N CENTRAL EXPRESSWAY, STE 400 DALLAS TX DESCRIPTION: Insurance Sales and Services. 4.) SOUTHERN METHODIST UNIVERSITY POSITION: Instructor NATURE: CFP Board Certification Prog INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE 01/1987 ADDRESS: 10,000 N CENTRAL EXPRESSWAY, STE 400 DALLAS TX DESCRIPTION: Insurance Sales and Services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 1987-02-11 |
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