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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2004-04-14 |
Branch Locations
2704 S Goyer Rd, Kokomo, IN 46902 • United States
1621 West Lake Street Suite B, Warsaw, IN 46581-0943 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cfd Investment, Inc. | Kokomo | IN | 03/2004 | Present |
| Creative Financial Designs, Inc. | Kokomo | IN | 03/2004 | Present |
| Diligent Wealth Management | Warsaw | IN | 03/2004 | Present |
1. INDEPENDENT INSURANCE SALES. 1621 W LAKE ST, STE B. WARSAW, IN 46580. 2. CREATIVE FINANCIAL DESIGNS, INC. 2704 S GOYER RD, KOKOMO, IN 46902. INVESTMENT ADVISER REPRESENTATIVE 3. DILIGENT WEALTH MANAGEMENT; INVESTMENT RELATED; 1621 W LAKE ST, SUITE B, WARSAW, IN 46581-0943; DBA FOR INVESTMENT AND INSURANCE ACTIVITY CONDUCTED THROUGH CFD; FINANCIAL ADVISER; 3/2/2004; 0 HOURS PER MONTH; 0 HOURS PER MONTH; INVESTMENT AND INSURANCE SALES CONDUCTED THROUGH CFD
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-12 |
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