Best Investors Account Sign in
Current Employers
Creative Financial Designs, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2009-10-09
  • FL RA
    APPROVED
    Since 2009-10-09

Branch Locations

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

1608 S Golfview Drive, Plant City, FL 33563 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • 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 07/2009 Present
Creative Financial Designs Inc Kokomo IN 07/2009 Present
Previous Registrations
  • 2007-11-01 → 2009-08-03
    Wfg Advisors, Lp
    Plant City, FL
    Plant City, FL
Other Businesses

Mark Gray Financial-Investment Related-Plant City, FL-President-Financial Services/INDEPENDENT INSURANCE SALES CREATIVE FINANCIAL DESIGNS - IAR

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-10-29
S63 Uniform Securities Agent State Law Examination 1996-04-12
  • S65 Uniform Investment Adviser Law Examination
    2007-10-29
  • S63 Uniform Securities Agent State Law Examination
    1996-04-12

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Kokomo, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor