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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2020-04-30 |
Branch Locations
2704 S Goyer Rd, Kokomo, IN 46902 • United States
7 W Dale St, Colorado Springs, CO 80903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Dale House Project | Colorado Springs | CO | 06/2003 | 04/2026 |
| Waddell & Reed, Inc | Colorado Prings | CO | 04/2014 | 12/2018 |
| Various Insurance Carriers For W&R Insurance Agencies | Colorado Springs | CO | 08/2014 | 12/2018 |
| Ag Hackett, Inc | Colorado Springs | CO | 06/2015 | 12/2018 |
| Yobel International | Colorado Springs | CO | 08/2015 | 01/2018 |
| Rebekah Von Berg | Colorado Springs | CO | 01/2018 | 12/2018 |
| Cuso Financial Services | San Diego | CA | 12/2018 | 04/2020 |
| Cfd Investments | Kokomo | IN | 04/2020 | Present |
| Creative Financial Designs | Kokomo | IN | 04/2020 | Present |
Creative Financial Designs-IAR Independent Insurance Sales-Investment Related-Colorado Springs, CO-10 hrs/mo Kingdom First Financial, DBA; investment-related; Colorado Springs, CO; DBA for financial advising business; owner; 05/26; 170hrs/mo; 7hrs/mo; ownership, management, advising with clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-24 |
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