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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2014-04-16 |
Branch Locations
30405 Solon Road Suite 16, Solon, OH 44139 • United States
Chagrin Falls, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bds Financial Network | Solon | OH | 06/2008 | Present |
1. Fixed insurance sales; as of 03/01/2020; less than 10% time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Cory J Nutter, LLC, a private entity established to facilitate advisory business; as of 01/13/2022; 1% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-13 |
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