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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stokes, Visca, Hucko & Barone, Cpas, Llc | Rochester | NY | 01/2022 | 08/2025 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 04/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2025 | Present |
| Core Wealth Management Group | Rochester | NY | 09/2025 | Present |
| Sean Hucko, Cpa, Llc | Rochester | NY | 01/2016 | 01/2022 |
1. D & H HOUSING LLC, 7606 Zephyr Hts, Victor NY 14564, United States, 12/31/2025, Owner, Real Estate, NIR, 2 HR/MO - 1 HR/MO TRADING 2. HUCKO & BARONE ENTERPRISES LLC, 29 Godoway Drive, Rochester NY 14623, United States, 12/31/2025, Owner, Real Estate, NIR, 1 HR/MO - 1 HR/MO TRADING 3. CORE WEALTH PLANNING LLC, 29 Godoway Drive, Rochester NY 14623, United States, 12/31/2025, Owner, It is the entity that pays our investment advisory expenses (payroll), NIR, 20 HR/MO - 20 HR/MO TRADING 4. HUCKO & JOHNSTON LLC, 7606 Zephyr Hts, Victor NY 14564, United States, 12/31/2025, Owner, Sold this business on an installment sale. Receive approximately $10,000 a year in total for the next approximately 3 years. Business has no current activity other than receiving the installment sale., NIR, 0 HR/MO - 0 HR/MO TRADING 5. STOKES, VISCA, HUCKO & BARONE, CPAS, LLC, 29 Godoway Drive, Rochester NY 14623, United States, 12/31/2025, Owner, Accounting/Bookkeeping/Payroll Services, NIR, 160 HR/MO - 160 HR/MO TRADING 6. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 01/06/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-30 |
| S65 | Uniform Investment Adviser Law Examination | 2022-10-21 |
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