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Current Employers
Creative Financial Designs, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2017-03-08
  • NC RA
    APPROVED
    Since 2017-03-08

Branch Locations

Morganton, NC • United States

2704 S Goyer Rd, Kokomo, IN 46902 • 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
Lpl Financial, Llc Asheville NC 05/2014 03/2017
Cfd Investments, Inc Kokomo IN 03/2017 Present
Creative Financial Designs, Inc Kokomo IN 03/2017 Present
Freedom High School Morganton NC 06/2026 Present
Previous Registrations
Other Businesses

1. Creative Financial Designs 2. Independent Insurance Sales-Investment related, Morganton, NC 3. Soccer Coach; Non-investment related; 511 Independence Blvd, Morganton, NC; Head coach for the Freedom High School men's soccer program; head coach; 06/2026; 40 hrs/mo; 0hrs/mo; coaching the varsity men's soccer team for Freedom High School

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-01-22
  • S66 Uniform Combined State Law Examination
    2013-01-22
Other Names
  • Douglas Beam
  • Chris Beam

View on SEC IAPD

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