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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2016-09-20 |
Branch Locations
2704 S Goyer Rd, Kokomo, IN 46902 • United States
2140 University Park Dr Suite 250, Okemos, MI 48864 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | Grand Rapids | MI | 07/2013 | 09/2016 |
| Cfd Investments | Kokomo | IN | 09/2016 | Present |
| Gleaner Financial | Okemos | MI | 09/2016 | 02/2020 |
| Creative Financial Designs, Inc | Kokomo | IN | 09/2016 | Present |
MAC Advisors, Inc.-Owner-Securities and Insurance sales-Investments related-Okemos, MI 180/mo Creative Financial Designs Carp Ventures, INC., DBA Meridian Advisor Dashboard-Owner-Software developement/sales-Non-investment related-12-20 hrs/mo-Okemos, MI
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-15 |
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