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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2018-02-27 |
Branch Locations
1606 Willow View Road Ste 2-F, Urbana, IL 61802 • United States
2704 S Goyer Rd, Kokomo, IN 46902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Allied Securities, Inc. | Urbana | IL | 05/2008 | 02/2018 |
| First Allied Advisory Services, Inc | Urbana | IL | 05/2008 | 02/2018 |
| Cfd Investments, Inc | Kokomo | IN | 02/2018 | Present |
| Creative Financial Designs, Inc | Kokomo | IN | 02/2018 | Present |
| Franklin Wealth Advisors, Inc | Urbana | IL | 08/2010 | Present |
1. ) Insurance; Investment Related; Urbana, IL 61802; Insurance Sales; Agent , Owner; 2/27/2008; 10 hrs./mo.; sales 2.) Benjamin D. Franklin; Non-Profit Organization; 1606 Willow View RD, Suite 2-F, Urbana, IL 61802; Treasurer; 2/27/2008: 8 hrs./Mo.; Speaking , Board member of NPIM Speaking, Teaching and Bookkeeping 3.) Franklin Wealth Advisors, Inc. DBA ; Investment Related; 1606 Willow View RD, Suite 2-F, Urbana, IL 61802; Tax Preparation and Accounting; Owner; Certified Public Accountant; 08/15/1997; 160 hrs./mo.; Tax Preparation and Oversight 4.)Creative Financial Designs
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-03-23 |
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