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Daniel R. Cuddy, CPA, CFP® is a registered representative with the following registrations: 6, 63 and 7 and can transact business with clients in AL, AZ, CA, CO, CT, DC, FL, GA, IL, KY, MA, MD, ME, MI, NH, NV, NJ, NY, NC, OH, PA, SC, TX, VA, WI. Daniel R. Cuddy, CPA, CFP® is also an investment adviser agent licensed in CO, CT, FL, MA, NY, NC, SC and VA. Daniel R. Cuddy, CPA, CFP® is an insurance agent licensed in NY (#LA-848820), CT and FL.
Securities offered through HD Vest Investment ServicesSM, Member SIPC, Advisory Services offered through HD Vest Advisory ServicesSM, 6333 North State Highway 161, 4th Floor, Irving, Texas 75038, 972-870-6000. Cuddy Financial Services is not a registered broker/dealer or registered investment advisory firm.
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The HD Vest affiliated companies exclusively provide financial products and services, and do not provide or supervise tax or accounting services. Advisors may provide tax, accounting or other services through their independent outside businesses, but these services are separate and apart from HD Vest.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. - See more at:http://www.cfp.net/for-cfp-professionals/marketing-toolkit/how-to-use-the-cfp-marks#tagline