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Current Employers
Creative Financial Designs, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-06-11
  • IN RA
    APPROVED
    Since 2024-06-11

Branch Locations

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

1589 Burton Ln, Martinsville, IN 46151 • 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
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
  • 02/2019 → Present
    Ray Wealth Management
    Martinsville, IN
  • 12/2007 → 02/2019
    Solution Tree, Inc.
    Bloomington, IN
  • 06/2024 → Present
    Creative Financial Designs
    Kokomo, IN
  • 05/2023 → Present
    Cfd Investments
    Kokomo, IN
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-03
  • S66 Uniform Combined State Law Examination
    2024-06-03
Other Names
  • Donna Marie Thuma
  • Donna Marie Hunton

View on SEC IAPD

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