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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2022-11-23 |
Branch Locations
2704 S Goyer Rd, Kokomo, IN 46902 • United States
5440 W Franklin Road Suite 202, Boise, ID 83705 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Inspire Investing, Llc | Meridian | ID | 07/2015 | 04/2025 |
| Cfd Investments | Kokomo | IN | 07/2015 | 12/2016 |
| Northern Lights Distributors, Llc | Omaha | NE | 06/2018 | 07/2020 |
| Foreside Financial Services, Llc | Meridian | ID | 08/2020 | 11/2022 |
| Cfd Investments, Inc. | Kokomo | IN | 11/2022 | Present |
| Creative Financial Designs | Kokomo | IN | 11/2022 | Present |
| Ethos Academy | Boise | ID | 09/2024 | 06/2025 |
1) Insurance Sales; Investments Related; 3597 E Monarch Sky Ln, Suite 330, Meridian, ID 83646; Boise, Owner; 11/21/2022; 10hrs./month; 10hrs./during trading hours; Insurance sales 2) Christian Wealth Management-Investment Related-Business; 5440 W Franklin Rd, Suite 202, Boise, ID, 83705; Senior Financial Planner; 4/1/2023; 100 hours per month; 7 hours during securities trading hours; Investment advice and financial planning 3.) CWM Idaho, LLC; Investment related; 5440 W Franklin Rd, Suite 202, Boise, ID, 83705; Administrative Services to Advisors Business; Member; Operating Manager; 1/1/2024; 5 hours per month, 0 hours during securities trading hours; General Business Management 4.) CWM Group LLC dba Christian Wealth Management; Not Investment related; 5440 W Franklin Rd, Suite 202, Boise, ID, 83705; Coaching Advisers; Member/ Operating Manager; 11/26/2024; 5 hrs./Mo.; 0hrs./mo.; Provide Non-Investment Related Financial Coaching such as budgeting
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-10 |
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