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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2010-04-09 |
Branch Locations
11 N Main St Po Box 170, Ft Loramie, OH 45845 • United States
2704 S Goyer Rd, Kokomo, IN 46902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.B.A. Dree'S Financial Services | Ft. Loramie | OH | 07/1999 | Present |
| Standard Life | Ft. Loramie | OH | 03/2001 | Present |
| Security Counselors | Celina | OH | 01/2005 | Present |
| Cfd Investments, Inc | Kokomo | IN | 04/2010 | Present |
| Creative Financial Designs | Kokomo | IN | 04/2010 | Present |
1. INDEPENDENT INSURANCE SALES;8 HRS/WK 2. CREATIVE FINANCIAL DESIGNS - IAR 3. SMD Insurance Consultants, LLC; non investment-related;11 N Main St, Fort Loramie, OH 45845; Owner;12/29/2023; 5 hours per month; 0 hours per month; This LLC owns the building I work out of & there are also 4 other rentals, 3 apartments & a lawyer in the other.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-12-14 |
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