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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-07-31 |
| MA | RA | APPROVED | 2018-11-02 |
| TX | RA | APPROVED | 2018-11-02 |
Branch Locations
222 Forbes Road Suite 202, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Downey & Company, Llp | Braintree | MA | 12/1986 | Present |
| Rental Property | Hilton Head | SC | 06/2013 | Present |
| Signator Investors, Inc. | Braintree | MA | 05/2016 | 11/2018 |
| Osaic Wealth, Inc. | Braintree | MA | 11/2018 | Present |
1) DOWNEY AND MCGOVERN INSURANCE BROKERAGE LLC, INVESTMENT RELATED, 222 FORBES RD STE 202, BRAINTREE, MA, INSURANCE, PARTNER, 20 HRS/MO, LIFE INSURANCE SALES 2) DOWNEY & COMPANY, LLP POSITION: cpa, partner NATURE: Partner, member of CPA Firm provided tax and accounting services, this is not a new oba but i am re entered as i inadvertently deleted it INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 70 START DATE: 01/01/1991 ADDRESS: 222 forbes road, suite 202, braintree MA 02184, United States DESCRIPTION: tax and accounting services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-26 |
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