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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-11-01 |
Branch Locations
2704 S Goyer Rd, Kokomo, IN 46902 • United States
1166 Military Road Suite B1, Zanesville, OH 43701 • United States
23 Forry Street Suite R6, Newark, OH 43055 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Newark | OH | 05/2016 | 10/2021 |
| Cfd Investments | Kokomo | IN | 10/2021 | Present |
| Creative Financial Designs | Kokomo | IN | 10/2021 | Present |
1. Forgrave Financial Strategies LLC - Investment Related - 1000 N 21st St. Ste. C Newark, OH 43055 - Financial Planning - Financial Advisor - 04/27/2020 - 60 hrs./Month - 130 hrs./during trading hours - Financial Planning 2. Insurance Sales - Investment Related - 1000 N 21st St. Ste. C Newark, OH 43055 - Insurance Agent - 6/1/2016 - 10hrs/Month - 1hrs./during trading hours - Insurance Salesman; Insurance related recommendations 3. Rooted Bible Fellowship-Not investment related-Newark, OH, Church, Associate Pastor-Start date 8/1/22-2hrs/mo 0 during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-10-11 |
| S65 | Uniform Investment Adviser Law Examination | 2007-02-06 |
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