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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual | Orchard Park | NY | 11/2003 | 04/2020 |
| Mml Investor Service Inc | Orchard Park | NY | 09/2004 | 04/2020 |
| Cetera Investment Services Llc | St Cloud | MN | 07/2020 | 07/2024 |
| Cetera Investment Advisers Llc | Cheektowaga | NY | 07/2020 | 06/2024 |
| Cfd Investments | Kokomo | IN | 07/2024 | Present |
| Creative Financial Designs | Kokomo | IN | 07/2024 | Present |
1. Independent Insurance Sales; investment related; 16 Stevens Dr. Delevan, NY; independent life, disability income, long-term care insurance sales; Financial Adviser; 6/21/2024; 1 hour per month, 1 hour during business securities trading hours; offering insurance products from sources that best suit each client
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-12-13 |
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