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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2005-06-27 |
Branch Locations
2704 S Goyer Rd, Kokomo, IN 46902 • United States
3484 Stellhorn Rd,, Ft Wayne, IN 46815 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Management Group / Dba | Fort Wayne | IN | 05/2001 | Present |
| Cfd Investments, Inc. | Kokomo | IN | 02/2005 | Present |
| Creative Financial Designs, Inc. | Kokomo | IN | 02/2005 | Present |
1. WEALTH MANAGEMENT GROUP, DBA - AGENT / REP -INSURANCE AND SECURITIES SALES THROUGH CFD INVESTMENTS, INC. - FORT WAYNE, IN. 2. CREATIVE FINANCIAL DESIGNS, INC. 2704 S GOYER RD. KOKOMO, IN 46902. INVESTMENT ADVISER REPRESENTATIVE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-05 |
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