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Current Employers
Creative Financial Designs, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-05-07
PA RA APPROVED 2026-04-30
  • AZ RA
    APPROVED
    Since 2026-05-07
  • PA RA
    APPROVED
    Since 2026-04-30

Branch Locations

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

600 Eagleview Blvd., Suite 300, Exton, PA 19341 • 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
Parsonex Securities, Inc Englewood CO 01/2016 07/2022
Parsonex Insurance Agency Englewood CO 01/2016 07/2022
Penske Truck Leasing Reading PA 06/2015 09/2020
Parsonex Advisory Services, Inc. Englewood CO 01/2018 07/2022
Air Products & Chemicals, Inc. Allentown PA 09/2020 09/2022
Geneos Wealth Management Inc Douglasville PA 07/2022 04/2026
The Life Financial Group Inc Douglasville PA 07/2022 01/2026
Acepas Wealth Partners Douglassville PA 12/2025 Present
Cfd Investments, Inc. Kokomo IN 04/2026 Present
Creative Financial Designs, Inc Kokomo IN 04/2026 Present
  • 01/2016 → 07/2022
    Parsonex Securities, Inc
    Englewood, CO
  • 01/2016 → 07/2022
    Parsonex Insurance Agency
    Englewood, CO
  • 06/2015 → 09/2020
    Penske Truck Leasing
    Reading, PA
  • 01/2018 → 07/2022
    Englewood, CO
  • 09/2020 → 09/2022
    Air Products & Chemicals, Inc.
    Allentown, PA
  • 07/2022 → 04/2026
    Douglasville, PA
  • 07/2022 → 01/2026
    The Life Financial Group Inc
    Douglasville, PA
  • 12/2025 → Present
    Acepas Wealth Partners
    Douglassville, PA
  • 04/2026 → Present
    Cfd Investments, Inc.
    Kokomo, IN
  • 04/2026 → Present
    Kokomo, IN
Previous Registrations
Other Businesses

1.) DBA: ACEPAS WEALTH PARTNERS; Investment Related; 600 Eagleview Blvd. Suite 300, Exton, PA 19341; Wealth Management; Wealth Partner; 40 hours/month; 40 hours/month; Meet with prospects/clients, gather financial/life information and advise them on how to reach their financial goals. 2.) RENTAL REAL ESTATE; Not Investment Related; 110 Oxford Circle, Douglassville, PA 19518; Rental Real Estate; Owner/ Property Manager; 7/15/2002; 10 hours/month; 4 hours/month; Maintain rental units and rent to tenants. 3.) Church Seminars; Investment Related; 600 Eagleview Blvd. Suite 300, Exton, PA 19341; Teacher/Counselor; 5/31/2026; 10 hours/month; 5 hours/month; Conduct seminars at churches on biblical teachings about finances. 4.) Independent Insurance Sales 5.) Creative Financial Designs, Inc;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-07-23
S63 Uniform Securities Agent State Law Examination 2016-02-20
  • S65 Uniform Investment Adviser Law Examination
    2016-07-23
  • S63 Uniform Securities Agent State Law Examination
    2016-02-20
Other Names
  • Angel Luis Sotomayor

View on SEC IAPD

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