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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-01-02 |
| IN | RA | APPROVED | 2020-06-24 |
Branch Locations
2704 S Goyer Rd, Kokomo, IN 46902 • United States
3835 Edison Lakes Pkwy Suite 300, Mishawaka, IN 46545 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iu Kelley School Of Business | Bloomington | IN | 08/2013 | 05/2017 |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 10/2017 | 06/2020 |
| Jpmorgan Securities, Llc. | Chicago | IL | 10/2017 | 06/2020 |
| Cfd Investments | Mishawaka | IN | 05/2016 | 09/2017 |
| Cfd Investments, Inc. | Kokomo | IN | 06/2020 | Present |
| Creative Financial Designs, Inc. | Kokomo | IN | 06/2020 | Present |
1) Creative Financial Designs 2) All Street Academy; non-investment related; virtual; personal finance education course; co-course creator; 9/1/2023; 2 hrs/month; 0 hrs/month; I film videos for the course teaching the basics of personal finance. At this point, the videos have already been filmed, so now I just occasionally market it through social media. 3) X (Twitter); non investment-related; 290 W Alameda Ave Apt 467, Denver, CO 80223; X (Twitter) has started sharing revenue from marketers with creators on the platform. I receive a small amount of payment every month from Twitter for advertisements on my page or under my tweets.; Creator; 8/1/2023; 10 hrs/month; 1 hrs/month; write tweets 4) Insurance; investment-related; 290 W Alameda Ave Apt 467, Denver, CO 80223; selling insurance products; Owner; 8/6/2020; 5 hrs/month; 1 hrs/month; sell insurance products when appropriate 5) Camp Wealth, LLC; Investment -related; 290 W Alameda Ave, 467, Denver, CO 80223; Financial Advising; Owner; 4/12/2023; 160 hours/month; 8 hours/month; owner of Camp Wealth, financial planning 6) YouTube: not investment related; 290 W Alameda Ave Apt 467, Denver, CO 80223; as share revenue from YouTube views per video; owner; 6/2/2025; 10 hours/ month; 1 hour/ month; create YouTube video's to draw prospect clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-01 |
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