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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-06-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ray Wealth Management | Martinsville | IN | 02/2019 | Present |
| Solution Tree, Inc. | Bloomington | IN | 12/2007 | 02/2019 |
| Creative Financial Designs | Kokomo | IN | 06/2024 | Present |
| Cfd Investments | Kokomo | IN | 05/2023 | Present |
Ray Wealth Management; Investment Related; 1589 Burton Ln. Martinsville, IN 46151; Wealth Management; Employee; Assistant; 02/15/2019; 160 hrs./month; 7 hrs./day; Assist with preparing paperwork, take notes during meetings, answer phones.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-03 |
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