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Advisor at CREATIVE FINANCIAL DESIGNS, INC.
WARSAW, IN | 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 | Apr 14, 2004 | n/a | yes | KOKOMO, IN|WARSAW, IN | Current employment |
| DILIGENT WEALTH MANAGEMENT | n/a | Oct 25, 2005 | Dec 20, 2006 | no | WARSAW, IN | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Dec 14, 1998 | Mar 2, 2004 | no | MISHAWAKA, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DILIGENT WEALTH MANAGEMENT | n/a | Dec 20, 2006 | n/a | n/a | Departure no registered destination | Departure |
| AMERIPRISE FINANCIAL SERVICES, LLC | CREATIVE FINANCIAL DESIGNS, INC. | Mar 2, 2004 | Apr 14, 2004 | 43 | Firm change | Other |