Daniel Francis O'BRien

Current Employers

Employment History

• 05/2001 → 02/2023
  Lpl Financial Llc
  Boston, MA
• 02/2023 → 03/2026
  Massmutual Life Insurance Co
  Braintree, MA
• 02/2023 → 03/2026
  Mml Investors Services
  Braintree, MA
• 03/2026 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 02/2023 → Present
  Advanced Planning Consultants, Llc
  Braintree, MA
• 05/2009 → Present
  Independent Bancorp
  Rockland, MA
• 05/1977 → Present
  O'BRien, Riley & Ryan, P C
  Braintree, MA
• 12/1981 → Present
  Daniel F O'BRien, Attorney
  Braintree, MA
• 12/2020 → Present
  Christopher Carney Subchapter S Trust
  Braintree, MA
• 05/2020 → Present
  G Arnold Haynes Trust
  Braintree, MA
• 03/2017 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2006-01-06 → 2023-02-28
  Lpl Financial Llc
  Boston, MA
  Braintree, MA
  Braintree, MA

Other Businesses

1) ADVANCED PLANNING CONSULTANTS, LLC; INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, DBA FOR INVESTMENT/WEALTH MANAGEMENT; MANAGING DIRECTOR; SINCE 2/2023 120/HRS MO 2) INDEPENDENT BANCORP; NON-INVESTMENT RELATED; ROCKLAND, MA 02370; PART-TIME BANK DIRECTOR; SINCE 5/2009 12/HRS MO 3) O'BRIEN, RILEY & RYAN, P C; NON-INVESTMENT RELATED; SAME AS REGISTERED BRANCH; TAX PRACTICE; PRESIDENT; SINCE 5/1977; 80/HRS MO 4) DANIEL F O'BRIEN, ATTORNEY; NON-INVESTMENT RELATED; SAME AS REGISTERED BRANCH; MANGER; LAWYER PRACTICE; SINCE 12/1981; 16/HRS MO 5) CHRISTOPHER CARNEY SUBCHAPTER S TRUST; NON-INVESTMENT RELATED; SAME AS REGISTERED BRANCH; TRUST OF A TAX CLIENT; TRUSTEE; SINCE 12/2020; 4/HRS MO 6) G ARNOLD HAYNES TRUST; NON-INVESTMENT RELATED; SAME AS REGISTERED BRANCH; TRUST OF A TAX CLIENT; TRUSTEE; SINCE 5/2020; 4/HRS MO

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-04-22
• S65 Uniform Investment Adviser Law Examination
  1998-04-22

Designations

Other Names

• Daniel Francis Obrien