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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-01-31 |
Branch Locations
25 Recreation Park Dr Ste 200, Hingham, MA 02043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-05 |
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