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Current Employers
Creative Financial Designs, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2017-02-06
  • GA RA
    APPROVED
    Since 2017-02-06

Branch Locations

1234 East Main St, Lavonia, GA 30553 • United States

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

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Cfd Investments Kokomo IN 02/2016 Present
Creative Financial Designs Kokomo IN 01/2017 Present
Foothills Charter School Comer GA 07/2009 12/2025
  • 02/2016 → Present
    Cfd Investments
    Kokomo, IN
  • 01/2017 → Present
    Creative Financial Designs
    Kokomo, IN
  • 07/2009 → 12/2025
    Foothills Charter School
    Comer, GA
Previous Registrations
  • 2007-09-12 → 2015-02-17
    Legend Advisory, Llc
    Lavonia, GA
    Palm Beach Gardens, FL
  • 2006-12-12 → 2007-03-01
    Bb&T Investment Services, Inc.
    Charlotte, NC
Other Businesses

1.BEASLEY TAX SERVICE, TAX PREPARATION TIME 25% INCOME 5% 2.LIFE, HEALTH, ANNUITIES - LIST OF COMPANIES ON FILE. TIME 4%, INCOME 4% 3. Creative Financial Designs, Inc

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-12-11
S63 Uniform Securities Agent State Law Examination 1999-07-24
  • S66 Uniform Combined State Law Examination
    2006-12-11
  • S63 Uniform Securities Agent State Law Examination
    1999-07-24
Other Names
  • Russell Beasley
  • Rusty Beasley

View on SEC IAPD

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