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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-07 |
| PA | RA | APPROVED | 2026-04-30 |
Branch Locations
2704 S Goyer Rd, Kokomo, IN 46902 • United States
2236 E. Rawhide St., Gilbert, AZ 85296 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management | Gilbert | AZ | 08/2009 | 04/2026 |
| Life Financial Group | Douglassville | PA | 08/2009 | 01/2026 |
| Acepas Wealth Partners | Gilbert | AZ | 12/2025 | Present |
| Cfd Investments, Inc. | Kokomo | IN | 04/2026 | Present |
| Creative Financial Designs, Inc | Kokomo | IN | 04/2026 | Present |
1.) Acepas Wealth Partners, DBA; Investment Related; 2236 E Rawhide St., Gilbert, AZ 85296; Adviser; Wealth Partner; 1/19/2026; 160 hours/month; 8 hours/month; Investing and managing money for clients. 2.) Church Seminars; Investment Related; 2236 E Rawhide St., Gilbert, AZ 85296; Teacher/Counselor; 5/1/2026; 5 hours/month; 2 hours/month; Presenting at 3 hour seminars at churches to discuss what the Bible says about how to manage our finances 3.) Independent Insurance Sales; 4.) Creative Financial Designs, Inc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-08 |
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