DT
Desmond H. Taylor
CREATIVEONE SECURITIES
FAYETTEVILLE, NC 28303
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CRD#: 7308174
DT
Professional summary
Desmond Hoffman Taylor, who also goes by Desmond Taylor, is a registered financial advisor currently at CREATIVEONE SECURITIES, LLC located in Fayetteville, North Carolina and CREATIVEONE WEALTH, LLC located in Fayetteville, North Carolina.
Desmond is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Desmond has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Desmond Taylor
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.
1.) CLC Financial; Investment-Related; 2565 Ravenhill Dr, Ste 2d, Fayetteville, NC 28303; Fixed Annuities and Life Insurance; Agent; 05/2020; 80 hrs/mo; 80 hrs/mo; Fixed Annuities and Life Insurance Sales. 2.) Associates Group; Investment-Related; 7395 E Orchard Road, Greenwood, CO 80111; Financial Services; Advisor; 05/2020; 60 hrs/mo; 60 hrs/mo; Part of my diversified financial offerings. 3.) Douglas Byrd Academy of Finance; Not Investment Related; 1616 Ireland Dr Fayetteville, NC; Teaching students about financial literacy; Board Member; 1 hr/mo 4.) Stanton Hospitality House; Not Investment Related; 1617 Roxie Ave Fayetteville, NC 28303; Provides rooms and facilities to families in medical crisis; Board Member; 04/2023; 2 hrs/mo; 2 hrs/mo; Operations and Charitable fund raising 5.) Stone Castle; Investment Related; 152 West 57th Street 35th Fl New York, NY 10019; Intermediary facilitating transactions between FDIC banks; Advisor; 10/2022; 1 hr/mo; 1 hr/mo; Part of my diversified financial services 6.) Kwant Kapital; Investment Related; 2565 Raven Hill Dr Suite 2D Fayetteville, NC 28303; Part of my diversified financial services; President; 04/2024; Adviser/CLC Financial Services; 80 hrs/mo; 80 hrs/mo; President 7.) Blue Bonnet; Not Investment Related; 115 Hickory Grove Ball Park Rd Bladenboro, Nc, 28320; Farm; Grower; 01/2005; 36 hrs/mo; 0 hrs/mo; Farming
CRS (Client Relationship Summary) - RIA
Click below to view Desmond Hoffman Taylor's 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®
NoneExperience
Current
October 27, 2021 - Present
CREATIVEONE SECURITIES, LLC
Office #1: 609 A Executive Place, Fayetteville, NC 28303Office #2: 4910 Fayetteville Rd, Lumberton, NC 28358Office #3: 100 N Lyon St, Elizabethtown, NC 28337Office #4: 620 Market St, Wilmington, NC 28401RIA
BD
CRD#: 152974
FAYETTEVILLE, NC
Current
August 15, 2024 - Present
CREATIVEONE WEALTH, LLC
Office #1: 2565 Ravenhill Dr Ste 2d, Fayetteville, NC 28303RIA
CRD#: 281213
Fayetteville, NC
Current
June 15, 2021 - Present
CREATIVEONE SECURITIES, LLC
Office #1: 609 A Executive Place, Fayetteville, NC 28303Office #2: 4910 Fayetteville Rd, Lumberton, NC 28358Office #3: 100 N Lyon St, Elizabethtown, NC 28337Office #4: 620 Market St, Wilmington, NC 28401RIA
BD
CRD#: 152974
FAYETTEVILLE, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CREATIVEONE WEALTH, LLC
C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH LLC
CRD#: 281213 / SEC#: 801-106677
RIA
Registered Investment Advisory firm - (9/25/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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
Florida(4/6/2023)
RR
Michigan(3/20/2023)
RR
North Carolina(10/27/2021)
IAR
North Carolina(10/27/2021)
RR
Ohio(10/23/2025)
RR
Oregon(8/29/2024)
RR
South Carolina(1/13/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/15/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CW
CREATIVEONE WEALTH, LLC
C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH LLC
CRD#: 281213 / SEC#: 801-106677
RIA
Registered Investment Advisory firm - (9/25/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211
Mailing Address
Phone number
(913) 402-7897
Established
Firm type
Fiscal year end
# of Employees
217
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 29,437 |
| AUM (Assets Under Management) | $ 4,828,907,475 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
