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Current Employers
Creative Financial Designs, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2013-05-28
  • OH RA
    APPROVED
    Since 2013-05-28

Branch Locations

19 Locust Street P.O. Box 802, Gallipolis, OH 45631 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Rick Mcdaniel Income Tax Service Gallipolis OH 01/1980 Present
Cfd Investments Inc Kokomo IN 05/2013 Present
Creative Financial Designs Kokomo IN 05/2013 Present
  • 01/1980 → Present
    Rick Mcdaniel Income Tax Service
    Gallipolis, OH
  • 05/2013 → Present
    Cfd Investments Inc
    Kokomo, IN
  • 05/2013 → Present
    Creative Financial Designs
    Kokomo, IN
Previous Registrations
  • 2008-03-14 → 2013-05-29
    Next Financial Group, Inc.
    Houston, TX
    Gallipolis, OH
  • 2006-07-20 → 2008-03-14
    Capital Financial Services, Inc.
    Gallipolis, OH
    Shelby Township, MI
    Gallipolis, OH
Other Businesses

1-MCDANIEL-HILL FIRM, INC DBA FAITH INVESTMENT SERVICES; Investments related; Gallipolis, OH; Owner/President; Start date-8/25/2006; Financial Adviser-115 hrs/MO-4hrs/day during trading hours 2-RICHARD G MCDANIEL-Investments related; Gallipolis, OH; Independent Insurance Sales; Owner; Start date 6/23/2006 minimal hours 3-RICK MCDANIEL INCOME TAX SERVICES-Not Investments related; Gallipolis, OH; INCOME TAX PREPARATION; OWNER; Start date 1/1980; 80 hrs/mo-2.5 hrs/day

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-07-12
  • S66 Uniform Combined State Law Examination
    2006-07-12
Other Names
  • Richard Glenn Mcdaniel

View on SEC IAPD

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