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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-02-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bridgewater College | Bridgewater | VA | 08/2016 | 12/2018 |
| Every Nation Campus | Harrisonburg | VA | 05/2019 | 05/2020 |
| Unemployed | Harrisonburg | VA | 05/2020 | 10/2020 |
| Park View Federal Credit Union | Harrisonburg | VA | 10/2020 | 01/2023 |
| Glenn Financial | Rockingham | VA | 01/2023 | 10/2025 |
| Cfd Investments | Kokomo | IN | 01/2023 | 10/2025 |
| Creative Financial Designs | Kokomo | IN | 01/2023 | 10/2025 |
| Full Time Student | Harrisonburg | VA | 08/2003 | 12/2018 |
| Bridgewater College | Bridgewater | VA | 12/2018 | 05/2019 |
| Cfd Investments | Kokomo | IN | 10/2025 | Present |
| Creative Financial Designs | Kokomo | IN | 10/2025 | Present |
| Glenn Financial | Rockingham | VA | 10/2025 | Present |
1. Glenn Financial; Investment Related; 3955 Singers Glen Rd. Harrisonburg, VA 22802; Financial Services Firm; Financial Adviser and 5% Owner; 1/6/2023; 160 hrs./month; 160hrs./during securities trading hours; planning for clients, coordinating with other professionals, implementing client action items, and meeting with clients. 2. Creative Financial Designs 3. Exit on Main, LLC; Non-Investment Related; 31 Southgate Ct., Suite 202, Harrisonburg, VA 22801; Exit planning and business advisory firm; Owner; 03/13/2026; 15 hrs/mo; 15hrs/mo; Provide exit planning advice to business owners; also building out a fractional controller role for the company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-22 |
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