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Current Employers
Creative Financial Designs, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2020-09-04
  • OH RA
    APPROVED
    Since 2020-09-04

Branch Locations

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

425 Memorial Dr, Greenville, OH 45331 • 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
Cfd Investments, Inc. Greenville OH 02/1992 11/2016
May Financial Group Greenville OH 01/1998 11/2016
Castine Church Of The Brethren Arcanum OH 02/2002 05/2019
Creative Financial Designs, Inc Kokomo IN 02/1992 11/2016
Gary Cloyd Cfp Greenville OH 06/1992 11/2016
May Financial Group Greenville OH 10/2018 Present
Creative Financial Designs, Inc Kokomo IN 08/2020 Present
Cfd Investments, Inc Kokomo IN 10/2018 Present
  • 02/1992 → 11/2016
    Cfd Investments, Inc.
    Greenville, OH
  • 01/1998 → 11/2016
    May Financial Group
    Greenville, OH
  • 02/2002 → 05/2019
    Castine Church Of The Brethren
    Arcanum, OH
  • 02/1992 → 11/2016
    Kokomo, IN
  • 06/1992 → 11/2016
    Gary Cloyd Cfp
    Greenville, OH
  • 10/2018 → Present
    May Financial Group
    Greenville, OH
  • 08/2020 → Present
    Kokomo, IN
  • 10/2018 → Present
    Cfd Investments, Inc
    Kokomo, IN
Previous Registrations
Other Businesses

1. Independent Insurance Sales; Investment Related; 425 Memorial Drive, PO BOX 320, Greenville, OH 45331; Medicare Supplement Sales; 10 hours/month; 10 hours/month; Agent;1/11/2020; Sales and services for Medicare Supplement / Plan D product 2. Creative Financial Designs; Investment Related; 8/26/2020 3. May Financial Group; Investment Related; 425 Memorial Drive, PO BOX 320, Greenville, OH 45331; Insurance; 40 hours/month; Agent; 10/24/2018; Insurance Sales

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-01-26
  • S63 Uniform Securities Agent State Law Examination
    1993-01-26

View on SEC IAPD

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