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Chad Sheldon Onufrechuk

Cascade Wealth LLC

Belmont, MA

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Current Employers
Cascade Wealth Llc

Belmont, MA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-09-26
MA RA APPROVED 2022-08-19
  • TX RA
    APPROVED_RES
    Since 2024-09-26
  • MA RA
    APPROVED
    Since 2022-08-19

Branch Locations

Belmont, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Adviser Investments Llc Newton MA 05/2002 02/2022
Cascade Wealth Llc Belmont MA 05/2022 Present
  • 05/2002 → 02/2022
    Adviser Investments Llc
    Newton, MA
  • 05/2022 → Present
    Cascade Wealth Llc
    Belmont, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-10
  • S65 Uniform Investment Adviser Law Examination
    2019-12-10

View on SEC IAPD

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