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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2016-12-02 |
Branch Locations
8044 Montgomery Road Suite 700, Cincinnati, OH 45236 • United States
2704 S Goyer Rd, Kokomo, IN 46902 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Fortin Advisory | Cincinnati | OH | 12/2015 | 01/2017 |
| Cfd Investments, Inc | Kokomo | IN | 11/2016 | Present |
| Creative Financial Designs, Inc. | Kokomo | IN | 11/2016 | Present |
1. Fortin Insurance, Inc.-Independent Insurance Sales-Investment related-Sycamore Township, OH 2. Creative Financial Designs 3.Your Wealth Center -DBA-Investment related-Sycamore Township, OH
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-03-07 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-22 |
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