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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-12-11 |
Branch Locations
2704 S Goyer Rd, Kokomo, IN 46902 • United States
7111 A St Suite 103, Lincoln, NE 68510 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nutrabolt | Bryan | TX | 10/2017 | 05/2023 |
| Homemaker | Edmond | OK | 10/2015 | 10/2017 |
| Corefocus Business Consulting | Lincoln | NE | 09/2023 | Present |
| Homemaker | Lincoln | NE | 05/2023 | 08/2023 |
| Michelle Christy | Lincoln | NE | 02/2011 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 09/2023 | 12/2023 |
| Cfd Investments | Kokomo | IN | 12/2023 | Present |
| Creative Financial Designs | Kokomo | IN | 12/2023 | Present |
1. NAME OF OTHER BUSINESS: MICHELLE CHRISTY INVESTMENT RELATED: NO ADDRESS: 7431 San Mateo Lane, Lincoln, NE 68516 NATURE OF BUSINESS: Tax prep for family and friends START DATE: 2/2011 POSITION/TITLE/RELATIONSHIP: TAX PREPARER APX NUMBER OF HOURS PER WEEK: 0-2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: Prepare personal tax returns for family and friends 2. NAME OF OTHER BUSINESS: COREFOCUS BUSINESS CONSULTING INVESTMENT RELATED: NO ADDRESS: 7431 SAN MATEO LANE, LINCOLN, NE 68516 NATURE OF BUSINESS: Provide business consulting services in the consumer packaged goods space START DATE: 09/2023 POSITION/TITLE/RELATIONSHIP: President APX NUMBER OF HOURS PER WEEK: >100 APX NUMBER OF HOURS DURING TRADING HOURS: 70 BRIEF DESCRIPTION OF DUTIES: Consulting in the areas of business management and financial reporting- identifying areas of opportunity for developing, standardizing and streamlining business processes to increase visibility and support decision making. 3. Creative Financial Designs, Inc 4. NAME OF OTHER BUSINESS: Grossman Financial Planning INVESTMENT RELATED: Yes ADDRESS: 7111 A Street, Suite 103, Lincoln, NE NATURE OF BUSINESS: Insurance & Securities & Managed Business START DATE: 12/2024 POSITION/TITLE/RELATIONSHIP: Advisor APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 4 BRIEF DESCRIPTION OF DUTIES: As part of assessing appropriate financial recommendations for clients, fixed annuities and life insurance may be sold, if deemed fitting for the situation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-22 |
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