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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-07-11 |
Branch Locations
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 |
|---|---|---|---|---|
| Cfd Investments, Inc | Kokomo | IN | 03/2006 | 07/2024 |
| Intrust Financial Group Inc | Kokomo | IN | 03/2009 | Present |
| Creative Financial Designs, Inc | Kokomo | IN | 04/2009 | 07/2024 |
| Harbour Investments, Inc. | Madison | WI | 07/2024 | Present |
1.Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2.Intrust Financial Group, Inc. - DBA 3.Catalyst Real Estate, LLC | 2626 S 200 E, Kokomo, IN 46902 | Owner | Description: Owns properties and rents them to tenants but currently does not own any properties | Beginning 2006 | 1 hour per month, 0 during trading hours | Unpaid | Not investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 1988-02-26 |
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