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Advisor at CREATIVE FINANCIAL DESIGNS, INC.
MERIDIAN, ID | Gilroy, CA | KOKOMO, IN
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 |
|---|---|---|---|---|---|---|
| INSPIRE INVESTING, LLC | Asset manager | Aug 5, 2015 | n/a | yes | Gilroy, CA|MERIDIAN, ID | Current employment |
| CREATIVE FINANCIAL DESIGNS, INC. | Bd affiliated wealth | Jul 27, 2015 | n/a | yes | Gilroy, CA|KOKOMO, IN | Current employment |
| NEXT FINANCIAL GROUP, INC. | Former SEC adviser | Feb 28, 2012 | Jul 24, 2015 | no | HOLLISTER, CA|SUNNYVALE, CA|MORGAN HILL, CA|SUNNYVALE, CA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Mar 26, 2007 | Jan 26, 2012 | no | SUNNYVALE, CA|CAMPBELL, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NEXT FINANCIAL GROUP, INC. | CREATIVE FINANCIAL DESIGNS, INC. | Jul 24, 2015 | Jul 27, 2015 | 3 | Firm change | Other |
| STRATEGIC ADVISERS LLC | NEXT FINANCIAL GROUP, INC. | Jan 26, 2012 | Feb 28, 2012 | 33 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 46214:109032:CA:2015-07-24 | Jul 24, 2015 | Jul 27, 2015 | SUNNYVALE, CA | Firm change |