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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2018-02-27 |
Branch Locations
1606 Willow View Road Ste 2-F, Urbana, IL 61802 • 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 |
|---|---|---|---|---|
| First Allied Securities, Inc. | Urbana | IL | 05/2008 | 02/2018 |
| First Allied Advisory Services, Inc | Chesterfield | MO | 08/2012 | 02/2018 |
| Franklin Wealth Advisors, Inc | Urbana | IL | 08/2010 | Present |
| Cfd Investments, Inc | Kokomo | IN | 02/2018 | Present |
| Creative Financial Designs, Inc | Kokomo | IN | 02/2018 | Present |
1. Insurance; Investment Related; 1606 Willow View RD, Suite 2-F, Urbana, IL 61802; Agent; 01/06/2008; sales life, term Insurance 2. FRANKLIN WEALTH ADVISORS, INC (DBA); Investment Related; 1606 Willow View RD, Suite 2-F, Urbana, IL 61802; Senior Wealth Advisor; 08/2011; 100 hrs. / mo. ; Financial Adviser 3. Creative Financial Designs, Inc
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-01 |
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