Alan Edward Chandler

Current Employers

Employment History

• 01/1992 → Present
  Self-Employed
  Sherrill, NY
• 09/1994 → 04/2024
  Cadaret, Grant & Co., Inc.
  Sherrill, NY
• 09/1994 → 12/2019
  Chandler & Edem Financial Consultants
  Sherrill, NY
• 08/2019 → Present
  Sound Mind Financial, Llc
  Sherill, NY
• 05/2024 → Present
  Cfd Investments
  Kokomo, IN
• 05/2024 → Present
  Creative Financial Designs
  Kokomo, IN
• 09/1992 → 12/2022
  Randallsville New Life Church
  Hamilton, NY

Previous Registrations

• 2017-03-23 → 2024-05-01
  Cadaret, Grant & Co., Inc.
  Sherrill, NY
  Kirkville, NY
  Kirkville, NY

Other Businesses

1) ALAN E. CHANDLER LUTCF, Sherrill, NY, SOLE PROPRIETORSHIP, BROKER, AGENT; INVESTMENT RELATED, 475Sherrill Rd, Sherrill, NY,13461; insurance sales: group, life, LTC & Medicare products; Owner, Sole Proprietor; Start 1/92; 50 hour per month; 40 per month; licensing direct with carriers, some through various GA's: Ash Brokerage, KAFL, Inc., Care value, LLC Select and recommended products to each client 2) Silver Setting, LLC; Non-Investment related; Sherrill, 475 Sherrill Rd, Sherrill, NY,13461; LLC that was set up to purchase office building, which is solely leased by Sound Mind Financial, LLC; President; 2/6/17; 1 hour per month; 1 hour per month; Oversee property, collect rent and pay property related bills. Meet with the attorney once/twice a year for appropriate filing meetings. entity set up for lease agreement for business property. 3) DBA: Sound Mind Financial, LLC; Investment- Related; 475 Sherrill Road, Sherrill, NY,13491; LLC was set up to receive all Alan E Chandler's business; 8/2019; 200 per month; 160 per month; Oversee total operation of business. LLC pays EE's and other business expenses. 4) River's Edge Rentals, Non-Investment-Related; 2160 Cj Lane, La Belle, FL, 33935; long- and short-term real-estate rentals of our second home; partner;5/2022; 10 hours per month; 5 hours per month; receive rent and pay bills. Provide property maintenance services. 5) Creative Financial Designs, Inc 6) Itinerate preaching; Non-Investment related; 2829 Erieville Rd, Erieville, NY, 13061; Occasional offers to preach at various churches locally to fill in the pulpit, usually am given an honorarium $100-200; 02/02/2025; 3 hrs/month; 0 hrs/month; Prep a sermon, 3 hours and 1-2 hours at a church service

Exams

• S63 Uniform Securities Agent State Law Examination
  1989-04-17