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187 Wolf Rd Suite 300, Albany, NY 12205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-01-10 |
Branch Locations
3 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cfd Investments Inc | Kokomo | IN | 01/2013 | Present |
| Creative Financial Designs Inc | Kokomo | IN | 01/2013 | Present |
1) INDEPENDENT INSURANCE AGENT, 4 HRS/MONTH 2) PERSONAL REAL ESTATE, 2 HRS/MONTH 3) ASHLEY'S FARM STAND, 4 HRS/MONTH 4) CREATIVE FINANCIAL DESIGNS, INC, IAR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-01 |
| S66 | Uniform Combined State Law Examination | 2007-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-19 |
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