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Joseph Cahill

Ae Wealth Management, LLC

Hingham, MA

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Current Employers
Ae Wealth Management, Llc

2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-01-31
  • MA RA
    APPROVED
    Since 2025-01-31

Branch Locations

25 Recreation Park Dr Ste 200, Hingham, MA 02043 • 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
Lpl Financial, Llc Mattapoisett MA 07/2018 11/2021
Webster Bank Mattapoisett MA 01/2017 11/2021
Bank Of America New Bedford MA 01/2014 01/2017
Echelon Planning Group Acushnet MA 12/2021 08/2022
Td Bank N.A. Boston MA 09/2022 06/2024
Td Private Client Wealth Llc Boston MA 09/2022 06/2024
Jpmorgan Chase Bank, N.A. Mashpee MA 06/2024 12/2024
J.P. Morgan Securities Llc Mashpee MA 06/2024 12/2024
Joseph Cahill Falmouth MA 11/2023 12/2024
Rowlette And Associates, Llc Dba South Shore Retirement Services Hingham MA 01/2025 Present
Ae Wealth Management, Llc Topeka KS 01/2025 Present
  • 07/2018 → 11/2021
    Lpl Financial, Llc
    Mattapoisett, MA
  • 01/2017 → 11/2021
    Webster Bank
    Mattapoisett, MA
  • 01/2014 → 01/2017
    Bank Of America
    New Bedford, MA
  • 12/2021 → 08/2022
    Echelon Planning Group
    Acushnet, MA
  • 09/2022 → 06/2024
    Td Bank N.A.
    Boston, MA
  • 09/2022 → 06/2024
    Boston, MA
  • 06/2024 → 12/2024
    Jpmorgan Chase Bank, N.A.
    Mashpee, MA
  • 06/2024 → 12/2024
    Mashpee, MA
  • 11/2023 → 12/2024
    Joseph Cahill
    Falmouth, MA
  • 01/2025 → Present
    Rowlette And Associates, Llc Dba South Shore Retirement Services
    Hingham, MA
  • 01/2025 → Present
    Topeka, KS
Previous Registrations
Other Businesses

South Shore Retirement Services; Yes, Investment Related; 25 Recreation Park Dr, Ste 200, Hingham, MA 02043; Insurance Sales; POSITION: Investment Adviser Representative; Start Date 01/2025; Approx. 160 hours a month; Approx. 160 hours during trading; Insurance Sales and Services.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-30
S63 Uniform Securities Agent State Law Examination 2019-01-05
  • S65 Uniform Investment Adviser Law Examination
    2022-04-30
  • S63 Uniform Securities Agent State Law Examination
    2019-01-05
Other Names
  • Joseph Walter Cahill
  • Joseph W Cahill

View on SEC IAPD

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