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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2020-01-02 |
Branch Locations
3835 Edison Lakes Pkwy #100, Mishawaka, IN 46545 • United States
2704 S Goyer Rd, Kokomo, IN 46902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc | Norcross | GA | 09/2009 | 01/2017 |
| Raymond James Financial Services, Inc. | Mishawaka | IN | 01/2017 | 12/2019 |
| Raymond James Financial Services Advisors Inc. | Mishawaka | IN | 02/2017 | 12/2019 |
| Creative Financial Designs | Kokomo | IN | 01/2020 | Present |
| Cfd Investments | Kokomo | IN | 01/2020 | Present |
| Bridgeview Financial, Inc | Mishawaka | IN | 01/2020 | Present |
1. Bridgeview Financial Inc. ; Investment-Related; 3835 Edison Lakes Pkwy Suite 100, Mishawaka, IN 46545; Investments, Insurance; President/CEO, Financial Adviser; 1/1/2020; 120 hours/month; 8 hours/month; Advisor offering investment advice and insurance services 2. ADEX Corporation Address: ELkhart, IN Nature of the Business: Rental Real Estate Position/Title: Officer - CEO Investment Related:Yes Start Date: 11/27/2017 Hours per month devoted to this business: 10 Hours per month devoted to this business during trading hours: 10 Description of duties: Owner 3. Creative Financial Designs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-28 |
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