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Current Employers
Creative Financial Designs, Inc.

2704 S Goyer Rd, Kokomo, IN 46902 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2009-01-15
  • KY RA
    APPROVED
    Since 2009-01-15

Branch Locations

219 S. Proctor Knott Ave, Lebanon, KY 40033 • United States

2704 S Goyer Rd, Kokomo, IN 46902 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cfd Investments, Inc Kokomo IN 06/2003 Present
Creative Financial Designs Kokomo IN 12/2008 Present
White And Company Psc Lebanon KY 01/2025 Present
  • 06/2003 → Present
    Cfd Investments, Inc
    Kokomo, IN
  • 12/2008 → Present
    Creative Financial Designs
    Kokomo, IN
  • 01/2025 → Present
    White And Company Psc
    Lebanon, KY
Other Businesses

1. Creative Financial Designs 2. White and Company PSC; Not Investment Related; 219 S Proctor Knott Ave, Lebanon, KY 40033; Consultant-CPA;CPA;1/1/2025; 100 hours/months; 100 hours/month; Provide support to the firm on an as needed basis.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-12-19
S63 Uniform Securities Agent State Law Examination 1998-10-16
  • S66 Uniform Combined State Law Examination
    2008-12-19
  • S63 Uniform Securities Agent State Law Examination
    1998-10-16

View on SEC IAPD

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