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10050 Innovation Drive, Suite 130, Miamisburg, OH 45342 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-05-03 |
Branch Locations
10050 Innovation Dr Suite 130, Miamisburg, OH 45342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Dayton | OH | 03/2011 | 03/2017 |
| Harbor Financial Services, Llc | Dayton | OH | 03/2017 | 03/2018 |
| Invest Capital Partners | Springboro | OH | 04/2017 | 04/2019 |
| Cantella & Co., Inc. | Boston | MA | 03/2018 | 12/2022 |
| Rightwealth Advisors, Llc | Miamisburg | OH | 05/2019 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 12/2022 | Present |
1)Chudde Wealth Management, LLC, DBA pass through for business done through Cantella and Rightwealth Advisors. Start date: 3/23/2018. President and Owner. 2 hours devoted/month, 0 during trading hours. 2) Insurance Agent for various agencies and sells various lines of non-securities insurance products. About 1 hour a month is devoted to this, all during trading hours. Start date: 3/23/2018 3) PKS, Investment Related. Registered Representative of broker dealer, 120 hours/month, 110 during trading hours. Start date: 12/2022 4) Rightwealth Holdings, LLC; real estate holding company, not investment related; managing partner; 4 hours per week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-12 |
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