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672 Main Street Suite 300, Lafayette, IN 47901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-06-09 |
| IN | RA | APPROVED | 2020-02-01 |
Branch Locations
672 Main Street Suite 300, Lafayette, IN 47901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cfd Investments, Inc. | Kokomo | IN | 07/2002 | 12/2019 |
| Creative Financial Designs, Inc. | Kokomo | IN | 07/2002 | 12/2019 |
| Gettings Reed Financial Services Llc | Lafayette | IN | 12/1997 | 04/2021 |
| Bcgm Wealth Management Group, Llc | Lafayette | IN | 01/2020 | Present |
1. INDEPENDENT INSURANCE AGENT. VARIOUS CARRIERS. LIFE, HEALTH AND FIXED ANNUITIES. TIME SPENT: 1 HOUR / MONTH. 2. Purdue University, Adjunct Professor, less than 10% of time, non-investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1983-05-09 |
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