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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-06-26 |
Branch Locations
10 West Streetsboro Street Suite 200, Hudson, OH 44236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 03/2023 | 07/2023 |
| Hudson Wealth Management | Cuyahoga Falls | OH | 02/2023 | 07/2023 |
| Kingdom Title Company | Fairlawn | OH | 01/2020 | 03/2023 |
| University Hospitals | Cleveland | OH | 02/2013 | 12/2019 |
| Commonwealth Financial Network | Waltham | MA | 07/2023 | Present |
| Hudson Wealth Management | Cuyahoga Falls | OH | 07/2023 | Present |
1. Co-Owner, RCCA Development Group, LLC, an entity created for the purpose of buying and managing residential real estate at 583/505 Buchtel Ave, Akron, OH 44304, as of05/14/2021; 0% of time spent during business hours; Not Conducted at branch; Investment related. 2. Fixed insurance sales; Located at 10 West Streetsboro Street, Suite 200, Hudson, OH 44236, as of 03/31/2025; 5% of time spent during business hours; Conducted at branch location; Investment related. 3. Owner, IHG Wealth Management, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 01/01/2026; 100% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-24 |
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