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10050 Innovation Drive, Suite 130, Miamisburg, OH 45342 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-05-04 |
Branch Locations
10050 Innovation Drive Suite 130, Dayton, OH 45342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Dayton | OH | 03/2011 | 03/2017 |
| Harbor Financial Services, Llc | Dayton | OH | 03/2017 | 03/2018 |
| Invest Capital Partners | Springboro | OH | 04/2017 | 04/2019 |
| Cantella & Co., Inc. | Boston | MA | 04/2018 | 12/2022 |
| Rightwealth Advisors, Llc | Dayton | OH | 05/2019 | Present |
(1)Chudde Wealth Management, LLC, DBA pass through for business done through Cantella and Rightwealth ADvisors. Start date: 3/23/2018. President and Owner. 2 hours devoted/month, 0 during trading hours. (2) Insurance Agent for various agencies and sells various lines of non-securities insurance products. About 1 hour a month is devoted to this, all during trading hours. Start date: 3/23/2018 (3) Rightwealth Holdings, LLC; real estate holding company, not investment related; managing partner; 4 hours per week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 1987-02-06 |
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