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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-04-07 |
Branch Locations
458 S Main St, Kokomo, IN 46151 • United States
2704 S Goyer Rd, Kokomo, IN 46902 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cfd Investments, Inc | Kokomo | IN | 05/2003 | 07/2018 |
| Creative Financial Designs, Inc | Kokomo | IN | 05/2003 | 07/2018 |
| Ae Wealth Management, Llc | Topeka | KS | 07/2018 | 04/2026 |
| Boys & Collins Financial Group | Martinsville | IN | 12/2016 | Present |
| Creative Financial Designs, Inc | Kokomo | IN | 04/2026 | Present |
1.) JAMES BOYS FINANCIAL; YES INVESTMENT RELATED; 458 S MAIN ST, MARTINSVILLE IN 46151; INSURANCE SALES; REPRESENTATIVE; START DATE 1/2026; APPROX 50 HRS/MONTH; APPROX 35 HRS/MONTH DURING TRADING HOURS; INDEPENDENT INSURANCE SALES. 2.) JAMES BOYS LLC; NOT INVESTMENT RELATED; 458 S MAIN ST, MARTINSVILLE IN 46151; TAXES; MANAGING PARTNER; 7/1/2018; APPROX 5 HRS/MONTH; PROVIDE INFORMATION FOR INCOME TAX FILLING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-12-30 |
| S65 | Uniform Investment Adviser Law Examination | 1999-10-20 |
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