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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2017-04-24 |
Branch Locations
2704 S Goyer Rd, Kokomo, IN 46902 • United States
228 E Broad St Suite 100, Cookeville, TN 38501 • United States
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 | 08/2007 | Present |
| Diamond Financial Group | Sparta | TN | 04/2008 | Present |
| Creative Financial Designs, Inc. | Kokomo | IN | 04/2017 | Present |
INDEPENDENT INSURANCE AGENT; 445 Diamond Lane, Sparta, TN 38583; Agent; 2008; 80-100 hrs./mo.; Insurance product sales life insurance and annuities Office Rent; Not Investment related; 228 E Broad St Suite 100, Cookeville, TN 38501, Rental property-Lessor; 2018; 0 hrs./mo.; 0 hrs./mo.; no duties Creative Financial Designs; 2017
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-07 |
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