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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2023-11-17 |
Branch Locations
10 Homestead Way, Richmond, ME 04357 • 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 |
|---|---|---|---|---|
| Primerica Financial Services | Nashua | NH | 11/2021 | 07/2023 |
| Pfs Investments Inc. | Nashua | NH | 09/2022 | 07/2023 |
| Walgreens | Scarborough | ME | 04/1986 | 11/2023 |
| Cfd Investments | Kokomo | IN | 08/2023 | Present |
| Creative Financial Designs | Kokomo | IN | 11/2023 | Present |
1. Set Apart Investing DBA; Investment Related; 417 Indiana Road, West Gardiner, ME 04345; Owner; 9/1/2023; 40 hours/month; 40 hours/month; Helping clients to invest in BRI mutual funds/ provide financial planning/ help clients establish 403b or 401k accounts and sell insurance products. 2. Light Restored; Not Investment Related; 417 Indiana Road, West Gardiner, ME 04345; biblical counseling; 9/1/2023; 10 hours/month; 10 hours/month; provide discipleship and coaching support to men through the use of scripture
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-19 |
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