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2551 Michigan St., Sidney, OH 45365 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-04-13 |
Branch Locations
2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-07-26 |
Branch Locations
2551 Michigan Street, Sidney, OH 45365 • United States
2704 S Goyer Rd, Kokomo, IN 46902 • United States
59B N Dixie, Dr., Vandalia, OH 45377 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seniormark, Llc | Sidney | OH | 12/2009 | Present |
| Independent Insurance Agent | Sidney | OH | 01/1997 | Present |
| Creative Financial Design, Inc. | Kokomo | IN | 07/2019 | Present |
1. Seniormark LLC-Insurance Agency INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; INSURANCE SALES; SPENDS 50% OF HIS TIME ON THIS ACTIVITY. 2. Caliya, LLC- Not investment related; 549 Elizabeth Ct, Fort Loramie OH, 45845; Real Estate holding firm. Owns our two office locations, Sidney and Vandalia; Owner; 12/1/2012; 1 hour per month/0 hours during securities trading hours 3. LoveTruthFully, Inc.; Not Investment related; 549 Elizabeth Ct, Fort Loramie, OH 45845; Non-Profit Teaching Christians; President; 10/01/2024; 15 HRS/month, 0 HRS/month, Teacher/Training
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-30 |
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