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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2020-07-07 |
Branch Locations
75 Berlin Road Suite 110, Cromwell, CT 06416 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Windsor | CT | 09/2014 | 06/2019 |
| Cahill & Associates Financial Services, Llc | Cromwell | CT | 07/2019 | 07/2023 |
| Commonwealth Financial Network | Waltham | MA | 07/2019 | 07/2023 |
| Cahill & Associates Financial Services, Llc | Cromwell | CT | 07/2023 | Present |
| Commonwealth Financial Network | Waltham | MA | 07/2023 | Present |
1. Fixed insurance sales; as of 6/16/2023; 1% time spent during business hours; Conducted at branch location; Investment related. 2. Instructor of financial literacy workshops for Connecticut Junior Republics; Located in Cromwell, CT, as of 5/23/2024; 0% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-17 |
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