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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2018-06-27 |
Branch Locations
2704 S Goyer Rd, Kokomo, IN 46902 • United States
116 So, Main Street,, Tipton, IN 46075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Financial Group,Inc. | Carmel | IN | 04/1986 | 12/2024 |
| Massachusetts Mutual Life Insurance Comp | Springfield | MA | 08/1997 | 05/2018 |
| Mml Investors Services, Inc. | Indianapolis | IN | 09/1997 | 05/2018 |
| Cfd Investments | Kokomo | IN | 06/2018 | Present |
| Creative Financial Designs | Kokomo | IN | 06/2018 | Present |
1.) Snow Drifters of Hamilton Co.-President-Non-Investment relate-Howell, MI-5 hrs./mo-5 hrs./mon. during trading hours. Start date 7/1/2021 2.) Insurance Sales; Investment Related; 116 S. Main St. Tipton, IN 46072; Insurance Sales; Agent; 8/1/2021; 2 hrs./month; Sale of life insurance to clients 3.) McNeal Wealth Management; Investment Related; 2/1/2023; DBA; Financial Consultant; 116 S. Main St. Tipton, IN 46072; 140 hrs./month; 8 hrs./trading hrs.; Manage client expectations through the use of eMoney to develop and implement financial plans. 4) American Council of Snowmobile Association-Secretary/Treasurer-Not Investment related-3 hrs/MO no hours during trading-Brighton MI.-12/29/23
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-04-09 |
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