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15 Caswell Lane, Plymouth, MA 02360 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-05-03 |
| MA | RA | APPROVED | 2003-11-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Condon Wealth Management | Plymouth | MA | 10/2008 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2009 | Present |
1. CONDON WEALTH MANAGEMENT; INVESTMENT ADVISORY, INVESTMENT-RELATED; 15 CASWELL LANE PLYMOUTH MA 02360; FINANCIAL ADVISOR; IAR OFFERING INVESTMENT ADVISORY SERVICES AND TRADITIONAL LIFE, DISABILITY AND FIXED ANNUITIES THROUGH CONDON WEALTH MGMT MANAGEMENT STARTED IN 2004; 30 HRS; 30 HRS DURING ALL TRADING HRS. 2. PKS Financial Services. Investment Related. 80 State St, Albany, NY 12207. Fixed Insurance. Insurance Broker. 11/2019. 6 Hrs/Mo; All During Trading Hours. Sale of Fixed Insurance Products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-17 |
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