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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | Adrian | MI | 07/2008 | 05/2023 |
| Cfd Investments, Inc | Kokomo | IN | 05/2023 | Present |
| Creative Financial Designs, Inc | Kokomo | IN | 05/2023 | Present |
| Lolley Financial | Adrian | MI | 04/2001 | Present |
1) LOLLEY WEALTH MANAGEMENT DBA LOLLEY FINANCIAL (Securities Business) DBA LOLLEY AGENCY (Insurance Sales) 107 S BROAD ST SUITE 2 ADRIAN, MI 49221 Management of marketing and operations in support of the sale of insurance and investments INVESTMENT-RELATED: YES TITLE: PRESIDENT/AGENT START DATE: 10/2012 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS:40 2) NAME AND ADDRESS: DAVID LOLLEY 107 S BROAD ST SUITE 2 ADRIAN, MI 49221 CATEGORY: REAL ESTATE RENTAL INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: OWN, MANAGE, AND MAINTAIN RENTAL PROPERTIES START DATE: 8/2016 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 0 3. Creative Financial Designs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-31 |
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