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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2022-01-13 |
Branch Locations
8730 Bourgade Ave Suite 100, Lenexa, KS 66219 • United States
2704 S Goyer Rd, Kokomo, IN 46902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 11/2013 | 01/2022 |
| Cfd Investments | Kokomo | IN | 01/2022 | Present |
| Creative Financial Designs | Kokomo | IN | 01/2022 | Present |
1.) Lighthouse Financial Strategies; Investment Related; 8730 Bourgade Ave Suite 100 Lenexa, KS 66219; Investment and Financial Planning; Financial Advisor; 1/10/2022; 40 hrs./mon.; 40 hrs./trading hrs.; Investment and Financial Planning 2.) J&J Familia; non-investment related; 5610 N. Russell St. Mission, KS 66202; Construction; Co-owner; 1/18/2022; 18-24 hrs./mon.; 1-2 hrs./trading hrs.; Monitor profit and loss and balance statements 3.) Insurance Sales; investments related; 8730 Bourgade Ave Suite 100 Lenexa, KS 66219; Selling of insurance (life, annuity & disability); Insurance agent; 2/14/2023; 4 hrs./mon.; 4 hrs./trading hrs.; Providing insurance (quotes, communications, follow up and sales)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-11 |
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