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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2010-01-04 |
Branch Locations
2704 S Goyer Rd, Kokomo, IN 46902 • United States
531 W Market Street, Logansport, IN 46947 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cfd Investments, Inc | Kokomo | IN | 01/2010 | Present |
| Creative Financial Designs Inc | Kokomo | IN | 01/2010 | Present |
1) CREATIVE FINANCIAL DESIGNS, IAR 2) INDEPENDENT INSURANCE AGENT; investment-related; 531 W Market St, Logansport, IN 46947; insurance sales; owner/agent; 1/1/2010; 10 hours/month; 10 hours/month; insurance sales 3) Wealth Management Solutions, LLC; investment-related; 531 W Market St , Logansport, IN 46947; financial services; owner/adviser; 1/1/2010; 160 hours/month; 140 hours/month; day to day operations, financial and insurance related advice, selling of securities including annuities and insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-19 |
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