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7800 East 236Th Street, Cicero, IN 46034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-22 |
| IN | RA | APPROVED | 2020-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comprehensive Financial Consultants | Cicero | IN | 06/2019 | 06/2020 |
| Taylor University | Upland | IN | 08/2016 | 05/2020 |
| Csi Advisory Services | Indianapolis | IN | 05/2018 | 08/2018 |
| Taylor University | Upland | IN | 09/2017 | 04/2018 |
| Montgomery Aviation | Zionville | IN | 05/2017 | 08/2017 |
| Taylor University | Upland | IN | 09/2016 | 04/2017 |
| Cfc Planning Company, Llc Dba Comprehensive Financial Consultant | Cicero | IN | 08/2020 | Present |
1. Insurance Agent, Cicero, IN; Investment Related; Insurance Sales (Life & Annuities); Start Date: 08/2019; Hours per month: 20 hrs; During trading hours: 20hrs/month. 2. Triple MGoats/Livestock, Cicero, IN; Raise and care for livestock, Non-investment related; Livestock Sales/Ownership/Production; Owner/Operator; Start Date: 01/2012; Hours per month: approx. 5-10hrs; During trading hours: 5hrs/month 3. Livestock Resources LLC, Cicero, IN; Organization that operates National Kiko Registry for livestock pedigree services for Kiko goats, Non-investment related; Treasurer and 40% owner; Start date: 2/29/20; Hours per month: approx. 5-10hrs; During trading hours: none
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-26 |
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