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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 |
| KY | RA | APPROVED | 2017-02-15 |
| OH | RA | APPROVED | 2017-02-15 |
Branch Locations
8044 Montgomery Road Suite 258 & 265, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcf Advisors Llc | Covington | KY | 03/2015 | 02/2017 |
| Commonwealth Financial Network | Waltham | MA | 02/2017 | Present |
| Hillcrest Financial Group | Cincinnati | OH | 08/2022 | Present |
1. Fixed insurance sales, as of 2017, 10% of time spent during business hours, Investment related and conducted from branch location. 2. Owner, Botto Wealth Management, a private entity established to facilitate securities, advisory, and insurance business; as of 01/01/2018; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-28 |
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