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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2017-08-15
  • CT RA
    APPROVED
    Since 2017-08-15

Branch Locations

75 Berlin Road Suite 110, Cromwell, CT 06416 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cahill & Associates Financial Servies, Llc Cromwell CT 07/2012 08/2017
Voya Financial Advisors Windsor CT 09/2014 08/2017
Commonwealth Financial Network Waltham MA 08/2017 Present
Cahill & Associates Financial Services, Llc Cromwell CT 08/2017 Present
  • 07/2012 → 08/2017
    Cahill & Associates Financial Servies, Llc
    Cromwell, CT
  • 09/2014 → 08/2017
    Voya Financial Advisors
    Windsor, CT
  • 08/2017 → Present
    Waltham, MA
  • 08/2017 → Present
    Cahill & Associates Financial Services, Llc
    Cromwell, CT
Previous Registrations
Other Businesses

1)CAHILL & ASSOCIATES FINANCIAL SERVICES, LLC,NO,75 BERLIN ROAD SUITE 110, CROMWELL, CT 06416,DBA FOR FIXED INSURANCE,SALES & SERVICE,07/05/2012,160,160,SALES AND SERVICE. 2)FIXED INSURANCE SALES,NO,75 BERLIN RD STE 110, CROMWELL, CT 06416,FIXED INSURANCE,AGENT,07/06/2012,160,160,FIXED INSURANCE.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-07-20
S63 Uniform Securities Agent State Law Examination 2011-10-13
  • S65 Uniform Investment Adviser Law Examination
    2017-07-20
  • S63 Uniform Securities Agent State Law Examination
    2011-10-13
Other Names
  • Theresa Lee Motler

View on SEC IAPD

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