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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2017-03-29 |
Branch Locations
2704 S Goyer Rd, Kokomo, IN 46902 • United States
1589 Burton Ln, Martinsville, IN 46151 • 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 | 03/2006 | Present |
| Otto Ray Insurance & Investments | Bloomington | IN | 06/2008 | Present |
1)Creative Financial Designs 2)Otto Ray Agency-Property and Casualty Ins-50% owner-Silent Partner-Non-investment related-1-2 hrs/mo-Bloomington IN 3)Emmanuel Church- Matinsville Campus; non-investment related; 1396 E Columbus Street Martinsville, IN 46151; musician; bassist; playing bass in 2 to 3 worship songs during Sunday services; 10/8/2023; 10 hours/week; 0 hours/week
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-30 |
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