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144 Gould Street Suite 210, Needham, MA 02494 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2022-05-31 |
| MA | RA | APPROVED | 2022-05-03 |
Branch Locations
One New Hampshire Ave Suite 125, Portsmouth, NH 03801 • United States
144 Gould Street Suite 210, Needham, MA 02494 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Advisors, Inc. | Needham | ME | 02/2011 | 05/2022 |
| Securities America, Inc. | Needham | MA | 02/2011 | 05/2022 |
| Armstrong Advisory Group Inc. | Needham | MA | 05/2022 | Present |
(1) INSURANCE SALES: Mr. Zodda is a licensed insurance agent/producer. Business is conducted at 144 Gould St, Ste 210, Needham MA 02494, United States. Start date: 04/2011. Prior to 06/01/2022: Investment Related. All types of insurance products have been sold inclusive of those that require securities registration. Effective 06/01/2022: Investment related. Sales of Insurance Products that do not require securities licensing only. Number of hours: Less than an hour per month. (2) THE FINANCIAL EXCHANGE: Mr. Zodda is a Radio Host. As such, Mr. Zodda is co-hosting the radio program "The Financial Exchange". Activity is conducted at 144 Gould St, Ste 210, Needham MA 02494, United States. Investment related: As a co-host of the financial show, Mr. Zodda expresses his views and provides contemporaneous comments related to the general market, economic developments as well as certain educational information. Start date: 08/2015. Mr. Zodda dedicates 2 hours a day to this activity. (3) TV ANALAYST: Mr. Zodda is a commentator providing investment and economic information to local television news stations on an as-needed basis. Investment related. As a TV commentator, Mr. Zodda expresses his views and provides contemporaneous comments related to the general market, economic developments. Start date: 04/2011. Mr. Zodda dedicates 8 hours a week to this activity. (4) STUBHUB - OCCASIONAL TICKET SELLER: Mr. Zodda is an owner of a set of season tickets for Boston Burins games. From time to time, when unable to attend, Mr. Zodda lists game tickets on StubHub. Not Investment Related. Location: N/A. Start date: 10/2018; Dedicated hours: N/A (5) FESSENDEN SCHOOL ALUMNI EXECUTIVE COMMITTEE: Mr. Zodda is a volunteer. Activity is conducted at 250 Waltham St., West Newton, MA 02465. As a volunteer, Mr. Zodda participates in meetings and activities related to reunions and school alumni networking events. Not investment related. Start Date: 10/2017. No dedicated hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-22 |
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