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Current Employers
Creative Financial Designs, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-02-01
  • VA RA
    APPROVED
    Since 2023-02-01

Branch Locations

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

Harrisonburg, VA • 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
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
  • 08/2016 → 12/2018
    Bridgewater College
    Bridgewater, VA
  • 05/2019 → 05/2020
    Every Nation Campus
    Harrisonburg, VA
  • 05/2020 → 10/2020
    Unemployed
    Harrisonburg, VA
  • 10/2020 → 01/2023
    Park View Federal Credit Union
    Harrisonburg, VA
  • 01/2023 → 10/2025
    Glenn Financial
    Rockingham, VA
  • 01/2023 → 10/2025
    Cfd Investments
    Kokomo, IN
  • 01/2023 → 10/2025
    Creative Financial Designs
    Kokomo, IN
  • 08/2003 → 12/2018
    Full Time Student
    Harrisonburg, VA
  • 12/2018 → 05/2019
    Bridgewater College
    Bridgewater, VA
  • 10/2025 → Present
    Cfd Investments
    Kokomo, IN
  • 10/2025 → Present
    Creative Financial Designs
    Kokomo, IN
  • 10/2025 → Present
    Glenn Financial
    Rockingham, VA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-10
S63 Uniform Securities Agent State Law Examination 2021-07-22
  • S65 Uniform Investment Adviser Law Examination
    2021-09-10
  • S63 Uniform Securities Agent State Law Examination
    2021-07-22
Designations

View on SEC IAPD

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