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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
| OH | RA | APPROVED | 2010-10-20 |
Branch Locations
30405 Solon Road Suite 16, Solon, OH 44139 • United States
Twinsburg, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bds Financial Network | Solon | OH | 09/2007 | Present |
| Commonwealth Financial Network | Waltham | MA | 07/2009 | Present |
1) Sole Member and Owner, Smita Samant, LLC, a private entity established for tax purposes and to facilitate securities business; As of 04/01/2018; Approximately 90% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2) Fixed Insurance Sales; Conducted at branch location; Investment related. 3) Co-owner, Samant Properties, LLC; an entity created for the purpose of managing office real estate at 30405 Solon Rd, Suite 16, Solon, Ohio, 44139; as of 8/22/2022; 0% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-02-04 |
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