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Advisor at CREATIVE FINANCIAL DESIGNS, INC.
KOKOMO, IN | Colorado Springs, CO
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 | Apr 30, 2020 | n/a | yes | KOKOMO, IN|Colorado Springs, CO | Current employment |
| CUSO FINANCIAL SERVICES, L.P. | Former SEC adviser | Dec 19, 2018 | Apr 30, 2020 | no | Colorado Springs, CO|SAN DIEGO, CA|Colorado Springs, CO | Previous registration |
| WADDELL & REED | Former SEC adviser | Jul 28, 2014 | Dec 21, 2018 | no | COLORADO SPRINGS, CO|LAS VEGAS, NV | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CUSO FINANCIAL SERVICES, L.P. | CREATIVE FINANCIAL DESIGNS, INC. | Apr 30, 2020 | Apr 30, 2020 | 0 | Firm change | Ibd to ibd |
| WADDELL & REED | CUSO FINANCIAL SERVICES, L.P. | Dec 21, 2018 | Dec 19, 2018 | -2 | Firm change | Ibd to ibd |