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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2012-08-27 |
Branch Locations
35 Braintree Hill Office Park Suite 400, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Analytsts Of Ne | Quincy | MA | 03/2004 | Present |
| Lincoln Investment | Quincy | MA | 06/2012 | Present |
TODD A. BRAGG POSITION: Landlord NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/27/2013 ADDRESS: 1019 Cemetery Rd., Wellfleet MA 02667, United States DESCRIPTION: Cape Cod vacation house rental CAPITAL ANALYSTS OF NEW ENGLAND, INC. POSITION: Financial Advisor NATURE: Fixed Insurance and Annuity Sales and Service INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 11/16/2021 ADDRESS: 35 Braintree Hill Office Park, Suite 400, Braintree MA 02184, United States DESCRIPTION: FIXED INSURANCE & ANNUITY SALES & SERVICE THROUGH CAPITAL ANALYSTS OF NEW ENGLAND, INC. AT RECORD BRANCH OFFICE ADDRESS CAPITAL ANALYSTS OF NEW ENGLAND, INC. POSITION: Financial Professional NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 70 START DATE: 04/01/2022 ADDRESS: 35 Braintree Hill Office Park, Suite 400, Braintree MA 02184, United States DESCRIPTION: Assisting Kevin Morse and his clients with financial planning advice and needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-27 |
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