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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 | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-06 |
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