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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-04-29 |
Branch Locations
228 E. Broad St. Ste #100, Cookeville, TN 38501 • 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 |
|---|---|---|---|---|
| Firehouse Subs | Cookeville | TN | 07/2015 | 05/2017 |
| Satellite Med | Cookeville | TN | 12/2018 | 01/2020 |
| Tennessee Tech University | Cookeville | TN | 08/2020 | 05/2021 |
| Hcl America | Cookeville | TN | 09/2021 | 04/2022 |
| Highlands Dermatology And Surgical Associates | Cookeville | TN | 04/2017 | 08/2022 |
| Fidelis Financial Strategies | Cookeville | TN | 08/2022 | 04/2026 |
| Lion Street Financial, Llc | Cookeville | TN | 03/2023 | 04/2026 |
| Csenge Advisory Group, Llc | Clearwater | FL | 02/2024 | 04/2026 |
| Integrity Alliance, Llc. | Cookeville | TN | 11/2025 | 04/2026 |
| Cfd Investments, Inc. | Kokomo | IN | 04/2026 | Present |
| Creative Financial Designs, Inc | Kokomo | IN | 04/2026 | Present |
1.) Hope Springs Clinic Urgent Mental Health Care; Not Investment Related; 3001 Phillips Cemetery Rd, Cookeville, TN 38506; Mental Health Care; Board President; 11/13/2023; 1 hour/month; 0 hours/month; Facilitate meetings and help create strategic initiatives that align with the mission of the clinic. 2.) DataAnnotation; Not Investment Related; 5536 Buck Mountain Rd., Cookeville, TN 38506; DataAnnotation; Freelance Contractor; 20 hours/month, 0 hours/month; Enhance data integrity and security by utilizing data annotations to implement comprehensive validation for user inputs 3.) Hilltop Farm; Not Investment Related; 5536 Buck Mountain Rd., Cookeville, TN 38506; Rental Property; Owner; 4/30/2026; 10 hours/month; 0 hours/month; rental property 4.) DBA Diamond Financial Group; Investment Related; 228 E. Broad St. Suite #100, Cookeville, TN 38501; Financial Advisor; 4/29/2026; 50 hours/month; 32 hours/month; Provide comprehensive financial planning and investment management services 4.) Independent Insurance Sales; Investment Related; 5536 Buck Mountain Rd., Cookeville, TN 38506;Independent Insurance Agent; Owner; 11/14/2024; 3 hours/month; 3 hours/month; Life and Health Insurance Product Sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-23 |
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