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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2010-08-13 |
| KY | RA | APPROVED | 2002-07-09 |
Branch Locations
7426 Us Hwy 42, Suite 208, Florence, KY 41042 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cfd Investments, Inc. | Kokomo | IN | 07/2002 | Present |
| Creative Financial Designs, Inc. | Kokomo | IN | 07/2002 | Present |
| Crr Wealth Management | Florence | KY | 05/2012 | Present |
1) INDEPENDENT INSURANCE SALES. 5 HRS/MONTH-3805 Edwards Road, Cincinnati, OH 45209 and 7426 US Highway 42, Suite 208, Florence, KY 41042-Investment related-Insurance agent-Start Date-1992 2) CREATIVE FINANCIAL DESIGNS, INC. 2704 S GOYER RD, KOKOMO, IN 46902. INVESTMENT ADVISER REPRESENTATIVE-Start Date 7/2/2002-Investment related-Approx 160/mo-3805 Edwards Road, Cincinnati, OH 45209 and 7426 US Highway 42, Florence, KY 41042 3.AFEA-Chapter President-Conducts classes at local universities-8514 McAlpine Park Drive #280, Charlotte, NC 28244-Non-Investment related-20 hrs/mo-Start Date 5/20/16
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-12 |
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