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Creative Financial Designs, Inc. CRD 109032
$2.94B regulatory AUM 473 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2009-10-09 |
Branch Locations
2704 S Goyer Rd, Kokomo, IN 46902 • United States
1608 S Golfview Drive, Plant City, FL 33563 • United States
2 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 | 07/2009 | Present |
| Creative Financial Designs Inc | Kokomo | IN | 07/2009 | Present |
Mark Gray Financial-Investment Related-Plant City, FL-President-Financial Services/INDEPENDENT INSURANCE SALES CREATIVE FINANCIAL DESIGNS - IAR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-12 |
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