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Current Employers
Creative Financial Designs, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2023-04-11
  • ME RA
    APPROVED
    Since 2023-04-11

Branch Locations

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

590 Main Street, Damariscotta, ME 04543 • 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
Foundations Investment Advisors Llc Phoenix AZ 04/2021 04/2023
Breakwater Vineyards Owls Head ME 12/2010 07/2020
Lash Realty Group Waldoboro ME 05/2019 03/2022
Oliver Woodworking & Design Nobleboro ME 05/2019 Present
Creative Financial Designs Kokomo IN 04/2023 Present
Ob Properties, Llc Nobleboro ME 01/2023 Present
Startpoint Realty Nobleboro ME 03/2022 Present
Town Of Nobleboro, Me Nobleboro ME 03/2022 Present
Oliver Investments, Llc Damariscotta ME 05/2021 Present
  • 04/2021 → 04/2023
    Phoenix, AZ
  • 12/2010 → 07/2020
    Breakwater Vineyards
    Owls Head, ME
  • 05/2019 → 03/2022
    Lash Realty Group
    Waldoboro, ME
  • 05/2019 → Present
    Oliver Woodworking & Design
    Nobleboro, ME
  • 04/2023 → Present
    Creative Financial Designs
    Kokomo, IN
  • 01/2023 → Present
    Ob Properties, Llc
    Nobleboro, ME
  • 03/2022 → Present
    Startpoint Realty
    Nobleboro, ME
  • 03/2022 → Present
    Town Of Nobleboro, Me
    Nobleboro, ME
  • 05/2021 → Present
    Oliver Investments, Llc
    Damariscotta, ME
Previous Registrations
Other Businesses

1.) OLIVER WOODWORKING & DESIGN LLC; NOT INVESTMENT-RELATED; 194 Vannah Rd. Nobleboro, ME 04555; Woodworking, Contractor, Lumber; OWNER/CONTRACTOR; 2019; APPROXIMATELY 1 HR/MO WITH 0 HRS/MO DURING TRADING HOURS 2.) OLIVER INVESTMENTS, LLC; INVESTMENT-RELATED; 590 Main St. Damariscotta, ME 04543; DBA- Investment Adviser; Owner, Financial Adviser, Life Insurance Producer; May 2021 3.) StartPoint Realty; Non-Investment related; 194 Vannah Rd. Nobleboro, ME 04555; Real Estate Associate Broker; Associate Broker; March 2016; 20 hours; 2 hours per week; Self Employed Real Estate Broker- Using StartPoint Realty as affiliate 4.) OB Properties, LLC; Non-Investment related; 194 Vannah Rd. Nobleboro, ME 04555; Own Real Estate; Owner; January 2023 5.) Town of Nobleboro, ME; Non-Investment related; Nobleboro, ME 04555; Budget Committee Member; March 2022; 0.5 hours per month; 0 hours; Vote on town budget line items relating to budget 6.) Friendship Advent Church budget committee; Non-Investment related; 19 Cushing Road, Friendship, ME, 04547; board member; 1/1/2026; 1 hour/ month; 0 hours/month; board meetings - The Church budget committee meets once a year and discusses the yearly operating budget for the Church 7.) Homeschoolers of Maine Leadership Board; Non-Investment related; PO Box 159, Camden, ME 04843; board member; 1/1/2025; 1 hour/month; 0 hours/ month; board meetings via zoom. I meet once or twice a year via Zoom call to discuss what the Homeschoolers of Maine is doing going forward.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-09
  • S65 Uniform Investment Adviser Law Examination
    2021-02-09
Other Names
  • Jake Oliver

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