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Current Employers
Frontier Financial Planning & Capital Management, Inc.

322 Courtyard Drive, Hillsborough, NJ 08844 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-07-16
NJ RA APPROVED 2016-01-08
  • TX RA
    APPROVED_RES
    Since 2019-07-16
  • NJ RA
    APPROVED
    Since 2016-01-08

Branch Locations

322 Courtyard Drive, Hillsborough, NJ 08844 • United States

Creative Financial Designs, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2003-06-16
  • NJ RA
    APPROVED
    Since 2003-06-16

Branch Locations

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

322 Courtyard Dr, Hillsborough, NJ 08844 • United States

Disclosures

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.

  • Regulatory action Yes
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation Yes
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-08-26
  • S63 Uniform Securities Agent State Law Examination
    1993-08-26
Designations
Other Names
  • Peter Passalacqua

View on SEC IAPD

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