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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-09 |
| FL | RA | APPROVED | 2018-05-29 |
Branch Locations
5140 Clyde Morris Blvd Unit 3, Port Orange, FL 32127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cfd Investments, Inc. | Kokomo | IN | 01/2005 | 05/2018 |
| Creative Financial Designs, Inc. | Kokomo | IN | 01/2005 | 05/2018 |
| Taylor University | Upland | IN | 08/2000 | 05/2018 |
| Indiana Wesleyan University | Marion | IN | 12/2004 | Present |
| Edward Jones | Port Orange | FL | 05/2018 | Present |
Indiana Wesleyan University Type of business: education Marion, IN Start date: 12/1/2005 Professor Hours per week: 3 Hours during trading: 0 Desc: I have some on-line classes that I teach. I taught about 20 weeks worth of classes this year. I don't need to work during market time. Taylor University Type of business: Education Upland, IN Start date: 8/28/2000 Professor Hours per week: 2 Hours during trading: 1 My contract will pay out for the rest of this year. May teach an on-line class in the fall before contract ends. I talked about this during my hiring process
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-05 |
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