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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-03-08 |
Branch Locations
10 West Streetsboro Street Suite 200, Hudson, OH 44236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Hudson | OH | 07/2013 | 03/2022 |
| Stratos Wealth Partners, Ltd | Hudson | OH | 12/2013 | 03/2022 |
| Hudson Wealth Management | Cuyahoga Fall | OH | 03/2022 | Present |
| Commonwealth Financial Network | Waltham | MA | 03/2022 | Present |
1. Fixed insurance sales; as of 11/01/2020; Less than 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-08 |
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