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672 Main Street Suite 300, Lafayette, IN 47901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-06-09 |
| IN | RA | APPROVED | 2020-01-02 |
Branch Locations
2705 S Berkley Suite 1B, Kokomo, IN 46901 • United States
672 Main Street Suite 300, Lafayette, IN 47901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cfd Investments, Inc. | Kokomo | IN | 09/2008 | 12/2019 |
| Creative Financial Designs | Kokomo | IN | 06/2008 | 12/2019 |
| Bcgm Wealth Management, Llc | Lafayette | IN | 01/2020 | Present |
1. INDEPENDENT INSURANCE AGENT. VARIOUS CARRIERS. LIFE, HEALTH AND FIXED ANNUITIES. TIME SPENT: LESS THAN 10% / MONTH. 2. OWNER, AURORA PROPERTIES,LLC. HOLDS 50% OWNERSHIP STAKE. NOT INVESTMENT RELATED. RECEIVES RENTAL INCOME AND INCOME THROUGH PROPERTY SALES. TIME SPENT: LESS THAN 5% / MONTH. 3. AURORA FINANCIAL STRATEGIES. PRESIDENT. DBA NAME FOR INVESTMENT ADVISORY SERVICES. ENTITY USED FOR BOOKKEEPING AND ACCOUNTING PURPOSES. TIME SPENT: LESS THAN 5% / MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-05 |
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