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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-04-21 |
Branch Locations
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 |
|---|---|---|---|---|
| Frito Lay | Springfield | MO | 04/2002 | 09/2016 |
| Waddell & Reed Inc | Springfield | MO | 02/2016 | 02/2018 |
| Various Insurance Carriers For W&R Insurance Agencies | Springfield | MO | 09/2016 | 02/2018 |
| New York Life Insurance Co. | Overland Park | KS | 03/2018 | 04/2021 |
| Nylife Securities Llc | Overland Park | KS | 03/2018 | 04/2021 |
| Eagle Strategies Llc | Springfield | MO | 04/2018 | 04/2021 |
| Strategic Wealth Solutions | Springfield | MO | 10/2018 | Present |
| Cfd Investments | Kokomo | IN | 04/2021 | Present |
| Creative Financial Designs | Kokomo | IN | 04/2021 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; Springfield, MO 65806; Start Date 09/2016; Role/Title: Insurance Broker; Investment Related; 4 hours per month; 4 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF STRATEGIC WEALTH SOLUTIONS FOR THE PURPOSE OF financial planning and financial solutions ; INVESTMENT RELATED; PARTNER; SPRINGFIELD, MO; START DATE: 10/2018]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-09 |
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