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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2015-08-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cfd Investments | Kokomo | IN | 08/2015 | Present |
| Creative Financial Designs | Kokomo | IN | 02/2019 | Present |
1) Independent Insurance Sales 2)Creative Financial Designs 3) Creative Financial Designs/cfd Investments-Investment related-Kokomo, IN-RIA/BD-Director of Strategic Partnerships-Start Date 1/1/2026-22 hrs/mo 32 hrs during trading-Assist Advisers in transitioning firms or growing their business 4) Contracted Registered Assistant; yes; 5670 N 900 E Greentown, IN 46936; provide services typical of that to assist another Financial Advisor; registered Assistant; 2/10/2024; 12 per month; 1 per month; gathering data, processing of paperwork
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-26 |
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