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84 Davis Straits, Falmouth, MA 02540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-02-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wood Wealth Group | West Bridgewater | MA | 04/2021 | Present |
| Lewis & Weldon Custom Cabinetry Llc. | Hyannis | MA | 08/2019 | Present |
| Island Wine And Spirits | Newport | RI | 01/2019 | 04/2019 |
| Salve Regina University | Newport | RI | 09/2015 | 05/2019 |
| Cape Cod Quick Lube Llc. (Jiffy Lube) | Mashpee | MA | 01/2014 | 12/2018 |
| Cutter Financial Group, Llc | Falmouth | MA | 02/2022 | Present |
Company: Lewis & Weldon Custom Cabinetry LLC. (Not Investment Related) Address: 111 Airport Rd. Hyannis, MA 02601 Nature: Custom Home Builder and Cabinetry Maker Position: "Inside Project Manager" Relationship: Work Closely with owner on development of a CRM system operating on smartsheet. Start Date: 8/05/2019 Hours per month: 35 Hours Devoted During Securities Trading Hours: 25 Duties: Work with owner of the company and other office staff to create/ implement a project management tool that increases efficiency in the company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-21 |
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