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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Preble Shawnee High School | Camden | OH | 05/2015 | 05/2018 |
| Tri-Mac Manufacturing | Hamilton | OH | 05/2018 | 08/2018 |
| Case Western Reserve University | Cleveland | OH | 08/2018 | 05/2023 |
| Tri-Mac Manufacturing | Hamilton | OH | 05/2019 | 08/2019 |
| Tri-Mac Manufacturing | Hamilton | OH | 05/2020 | 08/2020 |
| Ohio Auditor Of State | Cleveland | OH | 05/2021 | 08/2021 |
| Jpmorgan Chase | Columbus | OH | 06/2022 | 08/2022 |
| Na - Unemployed | Camden | OH | 05/2023 | 08/2023 |
| Jpmorgan Chase | Columbus | OH | 08/2023 | 01/2025 |
| Na - Unemployed | West Elkton | OH | 01/2025 | 03/2025 |
| Liberty Financial Group | Fairfield | OH | 03/2025 | 03/2026 |
| Cfd Investments, Inc | Kokomo | IN | 06/2025 | 03/2026 |
| Creative Financial Designs, Inc | Kokomo | IN | 08/2025 | 03/2026 |
| Creative Financial Designs, Inc | Kokomo | IN | 03/2026 | Present |
| Cfd Investments, Inc. | Kokomo | IN | 03/2026 | Present |
1.) Liberty Financial Group; Investment Related; 3174 Mack Rd, Suite 8, Fairfield, OH 45014; Insurance Sales; Financial Professional and Assistant; 3/20/2026; 160 Hours/Month; 160 Hours/Month; Assistant (for the insurance side of the business), Financial Professional offering investment and management services 2.) Creative Financial Designs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-26 |
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