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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2013-04-29 |
Branch Locations
2704 S Goyer Rd, Kokomo, IN 46902 • United States
Travelers Rest, SC • United States
1 disclosure category 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 | 03/2013 | Present |
| Creative Financial Designs Inc | Kokomo | IN | 03/2013 | Present |
| Magic By Marty | Travelers Rest | SC | 01/1983 | Present |
| Independent Insurance | Travelers Rest | SC | 01/1980 | Present |
1.)MARTIN SHAPIRO; AGENT; INSURANCE; START DATE: 4/15/2008. 2.)CREATIVE FINANCIAL DESIGNS INC; IAR 4.)MAGIC BY MARTY; DIRECT OWNER; START DATE: 4/15/2008.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 1983-07-01 |
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