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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| NE | RA | APPROVED | 2024-08-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Irby Discovery Llc | Columbus | NE | 07/2015 | 01/2025 |
| Ramada | Columbus | NE | 07/2006 | 12/2017 |
| Commonwealth Financial Network | Waltham | MA | 09/2017 | 01/2025 |
| Commonwealth Financial Network | Waltham | MA | 01/2025 | Present |
| Pathfinder Wealth Advisors | Columbus | NE | 01/2025 | Present |
1. Fixed insurance sales; as of 1/29/2025; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, McHugh & Co. LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 12/12/2025; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-22 |
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