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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| OH | RA | APPROVED | 2018-07-11 |
Branch Locations
30405 Solon Road Suite 16, Solon, OH 44139 • United States
Sagamore Hills, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bds Financial Network | Solon | OH | 10/2014 | Present |
| Commonwealth Financial Network | Waltham | MA | 10/2014 | Present |
1. Fixed insurance sales; Located at 30405 Solon Road Suite 16 Solon, OH 44139, as of 8/10/2022; 8% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Diane Dodson, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 8/24/2022; Less than 1% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-31 |
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