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Advisor at CREATIVE FINANCIAL DESIGNS, INC.
Auburn, AL | 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 |
|---|---|---|---|---|---|---|
| CREATIVE FINANCIAL DESIGNS, INC. | Bd affiliated wealth | Dec 9, 2011 | n/a | yes | KOKOMO, IN|Auburn, AL | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Oct 19, 2011 | Dec 14, 2011 | no | AUBURN, AL | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Nov 9, 2001 | Nov 2, 2011 | no | Mountain Brook, AL|MONTGOMERY, AL|MONTGOMERY, AL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CREATIVE FINANCIAL DESIGNS, INC. | Dec 14, 2011 | Dec 9, 2011 | -5 | Firm change | Other |
| CHARLES SCHWAB & CO., INC. | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Nov 2, 2011 | Oct 19, 2011 | -14 | Firm change | Other |