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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-08-21 |
Branch Locations
2704 S Goyer Rd, Kokomo, IN 46902 • United States
45445 Mound Rd Suite 103, Shelby Township, MI 48317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Homeschool | Oakland Twp | MI | 12/2012 | 09/2018 |
| Trigo Global Quality Solutions | Flat Rock | MI | 12/2020 | 12/2020 |
| Oakland University | Rochester | MI | 09/2018 | 04/2022 |
| Kurschat And Company | Troy | MI | 09/2018 | 06/2021 |
| Covenant Financial Group | Shelby Twp | MI | 06/2021 | 01/2025 |
| Creative Financial Designs | Kokomo | IN | 07/2023 | 01/2025 |
| Creative Financial Designs, Inc | Kokomo | IN | 01/2025 | Present |
| Covenant Financial Group | Shelby Twp | MI | 01/2025 | Present |
| Cfd Investments, Inc. | Kokomo | IN | 01/2025 | Present |
1.) Creative Financial Designs, Inc; 1/1/2025 2.) Covenant Financial Group; Investment Related; 45445 Mound Rd. Shelby Twp, MI 48317; Financial Planning; Assistant; 1/1/2025; 40 Hours/Month; 40 Hours/Month; administrative work, para planner 3.) Covenant Business and Tax Solutions; Investment Related; 45445 Mound Rd. Shelby Twp, MI 48317; Prepare tax returns, business and tax planning; Assistant; 06/2021; 40 Hours/month; 24 Hours/Month; Assisting with tax return preparation and business and tax planning. 4.) Covenant Financial Planning, LLC; Investment related; 45445 Mound Rd. Shelby Twp, MI 48317; Insurance sales; 1/1/2025; 10 hrs./month and during trading hours; sell insurance solutions such as life insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-31 |
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