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9 Pond Lane Suite 3A, Concord, MA 01742 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2016-01-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Twelve Points Wealth Management | Concord | MA | 01/2016 | Present |
FIXED LIFE, HEALTH, AND DISABILITY INSURANCE BROKERAGE-1/1/09 TO PRESENT-4 TRADING HOURS PER MONTH;OFFERING LIFE SETTLEMENTS-1/1/09 TO PRESENT-1TRADING HOUR PER MONTH. Board of the Medfield Legacy Fund (a non-profit organization) affiliated with the Medfield Foundation , Service on Board of Directors, 01/17/2018. MR. CAHILL IS A CO-MANAGER OF CAHILL MEADOWS, LLC, A FAMILY LLC THAT OWNS AND OPERATED REAL ESTATE. HIS DUTIES INCLUDE HANDLING OF THE LEASING AND PROPERTY MANAGEMENT OF THE PROPERTIES. 4 HOURS A MONTH ARE SPENT ON THESE ACTIVITIES OUTSIDE AND DURING TRADING HOURS. HE RECEIVED NO COMPENSATION FOR THIS ACTIVITY. HANCOCK HILL, LLC; 7 PENOBSCOT STREET, MEDFIELD, MA 02052; INVESTMENT-RELATED; AN LLC THAT OWNS COMMERCIAL REAL PROPERTY PRIMARILY FOR MY MOTHER.; MANAGER, HANDLES LEASING, MANAGEMENT, ETC FOR THIS PROPERTY.; START DATE WITH BUSINESS: 2019-02-05; HOURS DEVOTED TO BUSINESS DURING TRADING HOURS: 2; HOURS DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 2; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 1; THIS EMPLOYEE ACTIVITY WAS ALLOWED ON 02/12/2019 BY KIMBERLY VAN WINKLE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-05 |
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