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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-06-29
  • MA RA
    APPROVED
    Since 2023-06-29

Branch Locations

45 Main St, Bridgewater, MA 02324 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Voya Financial Advisors Bridgewater MA 09/2014 06/2021
Cetera Wealth Services, Llc El Segundo CA 06/2021 Present
Driscoll Financial Services Bridgewater MA 09/2022 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
  • 09/2014 → 06/2021
    Voya Financial Advisors
    Bridgewater, MA
  • 06/2021 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 09/2022 → Present
    Driscoll Financial Services
    Bridgewater, MA
  • 06/2023 → Present
    Schaumburg, IL
Previous Registrations
Other Businesses

1) NAME OF OTHER BUSINESS: PATRICK DRISCOLL; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: REAL ESTATE; START DATE: 02/2015; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: PERMITTING,DEVELOPMENT AND MANAGEMENT OF REAL ESTATE; 2) NAME OF ENTITY: TOWN OF BRIDGEWATER-HOUSING TRUST; No; 66 CENTRAL SQUARE; BRDGEWATER; MA; 2324; NON-PROFIT ORGANIZATION; MEMBER; 2/1/2017; 1; 0; WORK WITH THE TOWN MANAGER TO IDENTIFY AFFORDABLE HOUSING AND EARMARK ASSETS FROM THE TRUST TO PROJECTS.| 3) NAME OF OTHER BUSINESS: TOWN OF BRIDGEWATER PLANNING BOARD ; INVESTMENT RELATED: NO; ADDRESS: 66 CENTRAL SQUARE BRIDGEWATER, MA 02324; NATURE OF BUSINESS: TOWN PLANNING; START DATE: 08/2012; POSITION/TITLE/RELATIONSHIP: CHAIRMAN; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS:2; BRIEF DESCRIPTION OF DUTIES: OVERSEE MEETINGS, REVIEW PLANS TO DETERMINE COMPLIANCE WITH TOWN ORDINACES AND PLANNING BOARD RULES AND REGULATIONS; 4) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 9/2023; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, FIXED ANNUITIES AND LONG-TERM CARE; 5) NAME OF ENTITY:TOWN OF BRIDGEWATER; No; 66 CENTRAL SQUARE; BRIDGEWATER; MA; 02324; BUILDING COMMITTEE; MEMBER; 2/26/2018; 3; 0; WORK ON A FEASIBILITY STUDY TO THE RECONSTRUCTION/REBUILD ELEMENTARY SCHOOL| 6) NAME OF OTHER BUSINESS: DRISCOLL FINANCIAL SERVICES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 9/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 7. NAME OF OTHER BUSINESS: 259 SUMMER ST. REALTY TRUST; INVESTMENT RELATED: NO; ADDRESS: 525 BEDFORD ST, BRIDGEWATER, MA 02324; NATURE OF BUSINESS: REAL ESTATE; START DATE: 6/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: REHABILITATE A SINGLE-FAMILY HOME AND CONSTRUCT 4 TOWNHOUSES FOR SALE;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-04-22
S63 Uniform Securities Agent State Law Examination 1999-12-06
  • S66 Uniform Combined State Law Examination
    2013-04-22
  • S63 Uniform Securities Agent State Law Examination
    1999-12-06
Designations

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