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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2013-11-25 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Joseph Cahill & Associates, Inc. | Abington | MA | 01/1988 | Present |
| The Financial Services Group Inc | Quincy | MA | 10/2001 | Present |
| Worth Partners, Llc | Quincy | MA | 01/2008 | Present |
| Commonwealth Financial Network | Waltham | MA | 11/2013 | Present |
1. Owner, Joseph Cahill & Associates, Inc.; as of 2013, 10% of time spent during business hours, Conducted at branch location; Not investment related. 2. Tax Preparer, Joseph Cahill & Associates, Inc. doing business as WorthTax; as of 2013, 10% of time spent during business hours, Conducted at branch location; Not investment related. 3. Fixed insurance sales; Located at 19 Assinippi Avenue, Norwell, MA 02061, as of 2013; 2% of time spent during business hours; Conducted at branch location; Investment related. 4. Owner, The Financial Services Group; as of 2013, 5% of time spent during business hours, Conducted at branch location; Not investment related. 5. Co-Owner of a residential real estate rental property; as of 11/01/2016, 0% of time spent during business hours, Located in Hingham, MA; Not conducted at branch location; Investment related. 6. Owner, Cahill Realty Holdings, a private entity established for the purpose of owning and managing a property located in Norwell, MA; as of 04/02/2018; 1% of time spent during securities trading hours, Conducted at branch location; Investment related. 7. Co-owner, 395 Properties, Inc.; an entity created for the purpose of managing real estate at 395 N. Quincy St., Abington, MA 02357, as of 12/31/2023; 3% time spent during business hours; Not conducted at branch; Investment related. 8. Owner, The 1832 Company, an entity created for the purpose of buying and managing residential real estate in Newfane, VT, as of 01/17/2024; 0% of time spent during business hours; Not Conducted at branch; Investment related. 9. Owner, The 1832 Tavern Corporation; establishing a restaurant; Located at 21 West St., New Fane, VT; as of 03/13/2024; 1% of time spent during business hours; Not Conducted at branch location; Not Investment related. 10. Owner, The 4 Columns Inn Corporation; entity created for the purpose of owning & managing real estate at 28/30 West Main St., Wilmington, VT 05363 and establishing a hotel; Located at 21 West St., New Fane, VT; as of 03/13/2024; 1% of time spent during business hours; Not Conducted at branch location; Investment related. 11. Owner & President, Wilmington West Corporation; private entity established as common paymaster; as of 6/15/2024; 1% of time spent during business hours; Conducted at branch location; Not investment related. 12.Owner, 1836 Country Store Village Corp a private entity involved in selling gifts, novelties, and souvenirs; Located in Wilmington, VT as of 07/01/2024; 2% time spent during business hours; Not Conducted at branch; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-02-03 |
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