Joseph Thomas Mcmahon

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Educational seminars
SOLICITATION SERVICES FOR OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

Current Employers

Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2004-04-05

MA RA
APPROVED

Since 2004-04-05

Branch Locations

2109 Bay Street, Taunton, MA 02780 • United States

6 Main Street, Lakeville, MA 02347 • United States

80 North Main Street, Mansfield, MA 02048 • United States

756 Orchard St, Raynham, MA 02767 • United States

14 Main Street, Bridgewater, MA 02324 • United States

225 West Main Street, Norton, MA 02766 • United States

3 Taunton Street, Plainville, MA 02762 • United States

29 Bedford Street, East Bridgewater, MA 02333 • United States

27 Mattakeesett Street, Pembroke, MA 02359 • United States

5 Scotland Boulevard, Bridgewater, MA 02324 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Infinex Investments, Inc.	Farmington	CT	03/2002	Present
Bluestone Bank (Formerly Bridgewater Savings Bank)	Taunton	MA	09/2012	Present

03/2002 → Present

Infinex Investments, Inc.

Farmington, CT
09/2012 → Present

Bluestone Bank (Formerly Bridgewater Savings Bank)

Taunton, MA

Other Businesses

1.) BRIDGEWATER SAVINGS BANK CHARITABLE FOUNDATION. NOT INVESTMENT RELATED. BANK'S CHARITABLE FOUNDATION RAISING MONEY FOR LOCAL CHARITIES WITHIN THE BANK'S REGION. MEMBER OF THE GOLF COMMITTEE. NOR EMPLOYED BY THE FOUNDATION, JUST PARTICIPATE ANNUALLY IN THE GOLF OUTING. APPROX 1 HOUR PER MONTH, APPROX. 1 HOUR PER MONTH DURING TRADING HOURS. SOLICITING WHOLESALERS FOR GIVEAWAY ITEMS.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-03-19
S63	Uniform Securities Agent State Law Examination	1997-08-19

S66 Uniform Combined State Law Examination

2004-03-19
S63 Uniform Securities Agent State Law Examination

1997-08-19

Other Names

Jospeh T Mcmahon
Joseph T Mcmahon

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