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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-05 |
Branch Locations
224 Pine Lane Extension 4Th Floor, Osterville, MA 02655 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sanders, Walsh & Eaton Llp | Osterville | MA | 08/1989 | Present |
| 1St Global Capital Corp | Mashpee | MA | 12/2001 | 10/2019 |
| 1St Global Advisors, Inc | Mashpee | MA | 04/2002 | 10/2019 |
| Avantax Insurance Services, Llc. | Osterville | MA | 10/2003 | 09/2025 |
| Avantax Advisory Services | Osterville | MA | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Osterville | MA | 10/2019 | 09/2025 |
| Cetera Wealth Services, Llc | Osterville | MA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) SWE WEALTH MANAGEMENT, LLC POSITION: President NATURE: Financial services entity that supersedes Walsh & McGee Wealth Management LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 224 Pine lane Ext, Osterville MA 02655, United States DESCRIPTION: Financial agent to Avantax providing wealth management services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-04 |
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