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Current Employers
Creative Financial Designs, Inc.

2704 S Goyer Rd, Kokomo, IN 46902 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2016-04-08
  • IN RA
    APPROVED
    Since 2016-04-08

Branch Locations

2704 South Goyer Rd, Kokomo, IN 46902 • United States

2704 S Goyer Rd, Kokomo, IN 46902 • United States

5405 Gateway Centre Drive Suite A, Flint, MI 48507 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cfd Investments, Inc Kokomo IN 04/2005 Present
  • 04/2005 → Present
    Cfd Investments, Inc
    Kokomo, IN
Other Businesses

1.Independent Insurance Sales-Investment Related-Kokomo, IN 2. Williams Financial Consulting, LLC-Business name established for tax purposes-Owner-Investment related-Kokomo IN 3. Creative Financial Designs

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-03-31
S63 Uniform Securities Agent State Law Examination 2007-11-21
  • S65 Uniform Investment Adviser Law Examination
    2016-03-31
  • S63 Uniform Securities Agent State Law Examination
    2007-11-21

View on SEC IAPD

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