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Advisor at CREATIVE FINANCIAL DESIGNS, INC.
KOKOMO, IN | Lavonia, GA
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 | Feb 6, 2017 | n/a | yes | Lavonia, GA|KOKOMO, IN | Current employment |
| LEGEND ADVISORY, LLC | Former SEC adviser | Sep 12, 2007 | Feb 17, 2015 | no | LAVONIA, GA|PALM BEACH GARDENS, FL | Previous registration |
| BB&T INVESTMENT SERVICES, INC. | Former SEC adviser | Dec 12, 2006 | Mar 1, 2007 | no | CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LEGEND ADVISORY, LLC | CREATIVE FINANCIAL DESIGNS, INC. | Feb 17, 2015 | Feb 6, 2017 | 720 | Firm change after gap | Other |
| BB&T INVESTMENT SERVICES, INC. | LEGEND ADVISORY, LLC | Mar 1, 2007 | Sep 12, 2007 | 195 | Firm change | Other |