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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2005-11-17 |
Branch Locations
136 Avenida Victoria, San Clemente, CA 92672 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-07-09 |
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