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322 Courtyard Drive, Hillsborough, NJ 08844 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-07-16 |
| NJ | RA | APPROVED | 2016-01-08 |
Branch Locations
322 Courtyard Drive, Hillsborough, NJ 08844 • United States
2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2003-06-16 |
Branch Locations
2704 S Goyer Rd, Kokomo, IN 46902 • United States
322 Courtyard Dr, Hillsborough, NJ 08844 • United States
4 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 | 01/2002 | Present |
| Creative Financial Designs, Inc | Kokomo | IN | 09/2002 | Present |
| Frontier Financial Planning & Capital Management, Inc. | Hillsborough | NJ | 09/1999 | Present |
1. INDEPENDENT INSURANCE SALES. 322 Courtyard Drive, Hillsborough, NJ 08844. 20 HRS/MONTH. 2. FRONTIER FINANCIAL PLANNING & CAPITAL MANAGEMENT, INC. AN RIA. FINANCIAL ADVISER. 322 Courtyard Drive, Hillsborough, NJ 08844. 160 HRS/MONTH. 3. CREATIVE FINANCIAL DESIGNS, INC. 2704 S GOYER RD, KOKOMO, IN 46902. INVESTMENT ADVISER REPRESENTATIVE 4. COURTYARD CONDOMINIUM BOARD; NON-INVESTMENT RELATED; 322 COURTYARD DRIVE, HILLSBOROUGH TOWNSHIP, NJ, 08844; I OWN TWO CONDO UNITS WHERE MY OFFICE IS LOCATED AND I ALSO RENT A UNIT TO A TENENT; BOARD MEMBER; 02/03/2025; 5 HRS/MONTH; 1 HR/MONTH; ATTEND BOARD MEETINGS, HELP RUN THE ASSOCIATION WITH BOARD, REVIEW DOCUMENTS, APPROVE MINUTES 5. THE COURTYARD OFFICE CONDOMINIUM ASSOCIATION; 322 COURTYARD DRIVE, HILLSBOROUGH, NJ, 08844; CONDO ASSOCIATION BOARD MEMBER FOR CONDO ASSOCIATION WHERE I OWN MY OFFICE CONDO; BOARD MEMBER; 02/01/2025; 5 HRS/MONTH; 0 HRS/MONTH; ATTEND BOARD MEETINGS, DISCUSS PROJECTS AND BUDGETING 6. FRONTIER REALTY, PRESIDENT - RENTAL PROPERTIES 322 Courtyard Drive, Hillsborough, NJ 08844. 7. REGISTERED TAX RETURN PREPARER. 322 Courtyard Drive, Hillsborough, NJ 08844. OWNER, 5 HRS/MONTH
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-08-26 |
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