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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-07 |
Branch Locations
136 Avenida Victoria, Suite A, San Clemente, CA 92673 • United States
2704 S Goyer Rd, Kokomo, IN 46902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liftfoils Sverige | Dana Point | CA | 04/2021 | 06/2024 |
| Risk Placement Services | Newport Beach | CA | 06/2024 | 09/2024 |
| Blackmont Advisors | San Clemente | CA | 07/2025 | Present |
| Wind & Sea Restaurant | Dana Point | CA | 12/2022 | 09/2023 |
| California Polytechnic State University | San Luis Obispo | CA | 09/2021 | 06/2025 |
| San Clemente High School | San Clemente | CA | 08/2017 | 06/2021 |
| Vista Del Mar School | San Clemente | CA | 08/2008 | 06/2017 |
| Creative Financial Designs, Inc. | Kokomo | IN | 01/2026 | Present |
1.) Independent Insurance Sales 2.) Blackmont Advisors; Investment-Related; 136 Avenida Victoria Suite A, San Clemente CA, 92672; Financial Planning; Investment Adviser Representative; 9/15/2025; 160 hours/month; 5 hours/month; Provide financial investment management, fixed index annuities and life insurance sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-07 |
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