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Current Employers
Creative Financial Designs, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2005-11-17
  • CA RA
    APPROVED
    Since 2005-11-17

Branch Locations

136 Avenida Victoria, San Clemente, CA 92672 • United States

2704 S Goyer Rd, Kokomo, IN 46902 • 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
Cfd Investments, Inc. Kokomo IN 11/2005 Present
Creative Financial Designs, Inc. Kokomo IN 11/2005 Present
Lalonde Wealth Management Group San Clemente CA 03/2009 Present
  • 11/2005 → Present
    Cfd Investments, Inc.
    Kokomo, IN
  • 11/2005 → Present
    Kokomo, IN
  • 03/2009 → Present
    Lalonde Wealth Management Group
    San Clemente, CA
Previous Registrations
Other Businesses

1. INDEPENDENT INSURANCE SALES. 1 HR/MONTH 2. RENTAL PROPERTY-Non Investment Related-Laguna Hills, CA-Owner 0 hrs/mo 3. CREATIVE FINANCIAL DESIGNS, INC. 2704 S GOYER RD. KOKOMO, IN 46902. INVESTMENT ADVISER REPRESENTATIVE. 4. Blackmont Advisers (DBA); Investment related; 136 Avenida Victoria, San Clemente, CA- 92673; Insurance and Investments; Financial Advisor; 0/1/2017- 40 hours per month, 40 of which are during securities trading hours; Advise clients mostly upon retirement and investment planning, also provide life and health insurance

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-07-09
  • S66 Uniform Combined State Law Examination
    1999-07-09
Designations

View on SEC IAPD

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