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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-03-05 |
Branch Locations
1801 W 32Nd Street Suite C216, Joplin, MO 64804 • United States
2704 S Goyer Rd, Kokomo, IN 46902 • United States
1426 E Bradford Pkwy Suite A, Springfield, MO 65804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Springfield | MO | 08/2012 | 03/2018 |
| New York Life Insurance Co. | Overland Park | KS | 03/2018 | 03/2021 |
| Nylife Securities Llc | Overland Park | KS | 04/2018 | 03/2021 |
| Eagle Strategies Llc | Overland Park | KS | 04/2018 | 03/2021 |
| Strategic Wealth Solutions | Springfield | MO | 12/2018 | Present |
| Cfd Investments, Inc | Kokomo | IN | 03/2021 | Present |
| Creative Financial Designs, Inc | Kokomo | IN | 03/2021 | Present |
1. Creative Financial Designs, Inc 2. Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; Springfield MO 65804; Insurance Broker; Commissions; 4 hours per month 3. Strategic Wealth Solutions; Investment related; 10/2018; Springfield, MO-DBA-running my investment and insurance business through; Owner; 0 hrs/month; no compensation 4. eBay Sales; Bruner, MO; 15 hrs/month; Sales compensation; non-investment related 5. Braden Family Farm, LLC; not investment related; 6/15/2022; Bruner, MO; Manage Livestock and vegetation for sale; Co-Owner; 100hrs/month; 0 hrs/month; Co-owner, manage day to day operations 6. Braden Services, LLC; Pass through for investment business; Investment related; Bruner, MO; Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-05 |
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