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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 2011-11-14
  • IN RA
    APPROVED
    Since 2011-11-14

Branch Locations

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

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

126 N 7Th St, Richmond, IN 47374 • 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 Kokomo IN 10/2011 Present
Creative Financial Designs, Inc. Kokomo IN 10/2011 Present
Other Businesses

1. CREATIVE FINANCIAL DESIGNS, INC - IAR 2. INDEPENDENT INSURANCE AGENT-Investment Related-2 hrs/mo-Kokomo, IN 3. ATTORNEY-Non-investment related-80 hr/mo-Kokomo, IN 4. REI Properties-50% owner/member-Property rehab and resell-4 hrs/mo-non-investment related-Kokomo, IN 5. Creative Financial Designs 6. Propeller Properties, LLC; Non- investment related; 100 N. Washington, Ste B, Kokomo, In 46901; member in an LLC. The LLC owns 1 property, which is rented; Member; 2/09/2024; 0 hrs/mo ; 0 hrs /mo ; a Member with no responsibility for the business 7. Capstone Wealth Management, LLC; Non- investment related; 126 N. 7th St. Richmond, IN 47374; LLC; Member; 10/30/2024; 2 hrs/mo; 0 hrs /mo; LLC for the Richmond building I own

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-11-11
  • S66 Uniform Combined State Law Examination
    2011-11-11

View on SEC IAPD

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