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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Financial Designs, Inc. | Kokomo | IN | 11/2025 | Present |
| Lake Hopatcong Marine | Lake Hopatcong | NJ | 07/2024 | 09/2025 |
| Shi International | Somerset | NJ | 05/2023 | 07/2024 |
| Acic | Boonton | NJ | 01/2023 | 05/2023 |
| Family First Funding Llc | Toms River | NJ | 10/2022 | 01/2023 |
| Cardinal Financial Company Limited Partnership | Charlotte | NC | 01/2022 | 10/2022 |
| Randolph Township | Randolph | NJ | 06/2018 | 01/2020 |
| Remax House Values | Mount Arlington | NJ | 01/2016 | 01/2025 |
| Rutgers | Newark | NJ | 01/2020 | 05/2023 |
| Cfd Investments, Inc | Kokomo | IN | 09/2025 | Present |
| Richard D'AMbola And Associates | Succasunna | NJ | 12/2025 | Present |
| Dan Balister | Succasunna | NJ | 12/2025 | Present |
| Realtor Refferal Mode | Landing | NJ | 01/2015 | Present |
1) Remax; Not Investment Related; 131 Landing Rd, Landing, NJ 07850; Remax House Values; Referral Agent; 1/1/2025; 0 hours/month; 0 hours/month; Refer business to agents at Remax House Values 2) Richard D'Ambola and Associates; Investment Related; 165 Route 10 East, Succasunna, NJ, 07876; Securities management and insurance sales; Financial Advisor; 12/01/2025; 40 hrs/month; 40 hrs/month; Assist Rich with clients 3) Dan Balister; Investment Related; 165 Route 10 East, Succasunna, NJ, 07876, Securities management and insurance sales; Financial Advisor; 12/01/2025; 40 hrs/month; 40 hrs/month; Assist Dan with clients 4) Realtor Refferal Mode; Non-Investment Related; 131 Landing Rd., Landing, NJ, 07850; Realtor; Refferal Mode Agent; 01/01/2015; 0 hrs/month; 0 hrs/month; I have the ability to refer someone to an actively licensed agent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-04 |
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