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Joshua Wayne Coffey

Beacon Financial Planning, Inc

Hyannis, MA

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Current Employers
Beacon Financial Planning, Inc

540 Main Street Suite 14, Hyannis, MA 02601 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-09-23
  • MA RA
    APPROVED
    Since 2025-09-23

Branch Locations

540 Main Street Suite 14, Hyannis, MA 02601 • 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
New Seabury Country Club Mashpee MA 05/2021 09/2024
Salem State University Norton MA 09/2021 05/2025
Northwestern Mutual Investment Services Llc Rockland MA 02/2025 05/2025
Beacon Financial Planning, Inc. Hyannis MA 08/2025 Present
Cape Cod Five Sandwich MA 05/2024 08/2024
Norton Public Schools Norton MA 09/2014 05/2021
  • 05/2021 → 09/2024
    New Seabury Country Club
    Mashpee, MA
  • 09/2021 → 05/2025
    Salem State University
    Norton, MA
  • 02/2025 → 05/2025
    Northwestern Mutual Investment Services Llc
    Rockland, MA
  • 08/2025 → Present
    Beacon Financial Planning, Inc.
    Hyannis, MA
  • 05/2024 → 08/2024
    Cape Cod Five
    Sandwich, MA
  • 09/2014 → 05/2021
    Norton Public Schools
    Norton, MA
Other Businesses

1) 617 Supply; Not investment-related; East Sandwich, MA 02537; Clothing brand; Owner; August 2025; 10 hours per month; 0 during trading hours; Clothes design and manufacturing

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-11
  • S65 Uniform Investment Adviser Law Examination
    2025-09-11
Other Names
  • Joshua Wayne Coffey

View on SEC IAPD

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Other Investors

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KELLI MARIE GREW
Kathleen Erin Kane
Caden Scott Buckley
MICHAELA GREEN HERLIHY
KATHERINE DIMASCOLO
MICHAEL FRANCIS MARCHESE

Other Offices

COMMONWEALTH FINANCIAL NETWORK · HYANNIS, MA
TGA CAPITAL MANAGEMENT · HYANNIS, MA
UBS FINANCIAL SERVICES INC. · HYANNIS, MA
MORGAN STANLEY · HYANNIS, MA
COMMONWEALTH FINANCIAL NETWORK · Hyannis, MA
OSAIC WEALTH, INC. · HYANNIS, MA
OSAIC INSTITUTIONS, INC. · HYANNIS, MA
J.P. MORGAN SECURITIES LLC · Hyannis, MA

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