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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-26 |
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 |
|---|---|---|---|---|
| Brandywine Construction | Boston Heights | OH | 06/2018 | 01/2021 |
| Jlp Cpa's | Hudson | OH | 01/2021 | 04/2021 |
| Clico Products Inc. | Stow | OH | 05/2022 | 08/2022 |
| Applied Financial Concepts | Richfield | OH | 06/2024 | 09/2025 |
| Liberty University | Lynchburg | VA | 01/2021 | 05/2024 |
| Junior High And Highschool | Cuyahoga Falls | OH | 08/2014 | 05/2020 |
| Finteam Business Consulting | Charlotte | NC | 08/2023 | 04/2024 |
| Valmark Securities, Inc. | Akron | OH | 10/2024 | 09/2025 |
| Hudson Wealth Management | Hudson | OH | 01/2026 | Present |
| Self Employed Painting & Repair | Hudson | OH | 09/2025 | 12/2025 |
| Commonwealth Financial Network | Waltham | MA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-21 |
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