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Advisor at CREATIVE FINANCIAL DESIGNS, INC.
KOKOMO, IN | KALAMAZOO, MI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CREATIVE FINANCIAL DESIGNS, INC. | Bd affiliated wealth | Jul 15, 2025 | n/a | yes | KOKOMO, IN|KALAMAZOO, MI | Current employment |
| FOUNDATIONS INVESTMENT ADVISORS LLC | Independent wealth | Mar 7, 2016 | Jul 16, 2025 | no | Portage, MI|PHOENIX, AZ|KALAMAZOO, MI | Previous registration |
| HARBINGER ASSET MANAGEMENT, LLC | Former SEC adviser | Mar 22, 2012 | Mar 24, 2016 | no | PORTAGE, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS LLC | CREATIVE FINANCIAL DESIGNS, INC. | Jul 16, 2025 | Jul 15, 2025 | -1 | Firm change | RIA to ibd |
| HARBINGER ASSET MANAGEMENT, LLC | FOUNDATIONS INVESTMENT ADVISORS LLC | Mar 24, 2016 | Mar 7, 2016 | -17 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 146811:175083:MI:2016-03-24 | Mar 24, 2016 | Mar 7, 2016 | PORTAGE, MI | Firm change |