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BC

Buford R. Conley

CREEKSTONE CAPITAL
Franklin, TN 37069
Some features on this profile are disabled
CRD#: 5291573
BC

Professional summary

Buford Ray Conley is a registered financial professional currently at CREEKSTONE CAPITAL located in Franklin, Tennessee.

Buford is registered as a RR (Registered Representative) and started their career in finance in 2010. Buford has worked at 4 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Buford Ray Conley's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 20, 2023 - Present

CREEKSTONE CAPITAL

Office #1: 1211 Natchez Road, Franklin, TN 37069Office #2: 1211 Natchez Rd, Franklin, TN 37069
BD
CRD#: 325715
Franklin, TN
Past

May 4, 2021 - May 30, 2023

BENETIC MARKETS LLC

BD
CRD#: 309974
FRANKLIN, TN
Past

October 2, 2018 - September 25, 2020

ARBOR ADVISORS, LLC

BD
CRD#: 136950
SALT LAKE CITY, UT
Past

October 18, 2010 - August 12, 2021

CREEKSTONE CAPITAL MANAGEMENT, LLC

RIA
CRD#: 154764
FRANKLIN, TN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(10/4/2024)
RR
Georgia
(10/23/2024)
RR
Idaho
(7/8/2025)
RR
North Carolina
(11/3/2025)
RR
Tennessee
(9/29/2023)
RR
Texas
(11/21/2024)
RR
Virginia
(10/17/2024)
RR
Washington
(6/23/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 12/20/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 7/8/2025
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 6/15/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/3/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/2/2018
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/7/2021
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CC
CREEKSTONE CAPITAL
CREEKSTONE CAPITAL | CREEKSTONE CAPITAL LLC

CRD#: 325715 / SEC#: , 8-71073

BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
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Contact information

Main Address
1211 Natchez Rd, Franklin, TN 37069
Mailing Address
1211 Natchez Rd, Franklin, TN 37069
Phone number
(650) 799-9892
Established
Delaware since 03/08/2023
Firm type
Limited Liability Company
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CONLEY, BUFORD RAYCHIEF COMPLIANCE OFFICER/CEO5291573
KIRSCHENBLAT, CHAD ETHANFINOP2503352

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CREEKSTONE CAPITAL

CRD#: 325715Franklin, TN 37069

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