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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-07 |
| PA | RA | APPROVED | 2026-04-30 |
Branch Locations
2704 S Goyer Rd, Kokomo, IN 46902 • United States
600 Eagleview Blvd., Suite 300, Exton, PA 19341 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-20 |
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