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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2020-07-28 |
Branch Locations
2704 S Goyer Rd, Kokomo, IN 46902 • United States
210 Sw Market St Suite 153, Lees Summit, MO 64063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 12/2017 |
| Mml Investors Services, Llc | San Jose | CA | 03/2017 | 12/2017 |
| Cfd Investments | Kokomo | IN | 12/2017 | Present |
1.Independent Insurance Sales-Investment related-Palo Alto, CA-173 hrs/mo 2. Christian Wealth Management-Business name-Investment related-173 hrs/mo Palo Alto CA 3. Creative Financial Designs-IAR 4. Reverent Real Estate LLC; non investment-related; 300 E 39th Street #22 Kansas City, MO, 64111; Investment property(s); Organizer; 2/9/2022; 1 hrs/month; 0 hrs/month; Manage the tenants and perform property maintenance; pay bills to keep property mortgage in good standing 5. Foremost Financial Services LLC; investment-related; 300 E 39th Street #22 Kansas City, MO, 64111; Financial Services; Organizer; 4/28/2022; 40 hrs/month; 40 hrs/month; Serving my clients with advice and the sale of securities products through cfd Investments and Creative Financial Designs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-03 |
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