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Current Employers
Creative Financial Designs, Inc.

2704 S Goyer Rd, Kokomo, IN 46902 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2016-03-28
  • CA RA
    APPROVED
    Since 2016-03-28

Branch Locations

8000 Santa Teresa Blvd Ste 130, Gilroy, CA 95020 • United States

2704 S Goyer Rd, Kokomo, IN 46902 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cfd Investments Kokomo IN 07/2015 Present
Creative Financial Designs, Inc Kokomo IN 03/2016 Present
Other Businesses

1) CHRISTIAN WEALTH MANAGEMENT; DBA; SOLE PROPRIETORSHIP; 0% OWNERSHIP; INVESTMENT PROFESSIONAL; COMMENCEMENT DATE: 01/21/2015; INDEFINITE; 180 HRS/MO 2. Independent Insurance Sales 3. Creative Financial Designs

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-03-22
S63 Uniform Securities Agent State Law Examination 2015-01-27
  • S65 Uniform Investment Adviser Law Examination
    2016-03-22
  • S63 Uniform Securities Agent State Law Examination
    2015-01-27

View on SEC IAPD

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