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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
175 Derby Street Suite 36, Hingham, MA 02043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcconnell Rothman & Co., P.C. | Hingham | MA | 06/2011 | Present |
| 1St Global Capital Corp. | Hingham | MA | 09/2011 | 10/2019 |
| 1St Global Advisors, Inc. | Hingham | MA | 08/2011 | 10/2019 |
| Avantax Insurance Services | Hingham | MA | 05/2016 | 09/2025 |
| Avantax Advisory Services | Hingham | MA | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Hingham | MA | 10/2019 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Hingham | MA | 09/2024 | 09/2025 |
| Cetera Wealth Services, Llc | Hingham | MA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) MCCONNELL & CO., INC. WEALTH MANAGEMENT POSITION: Advisor NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 08/01/2016; ADDRESS: 175 Derby Street, Unit 36, Hingham MA 02043, United States DESCRIPTION: Client service, Investment and Insurance recommendations, Trading, Advertising, Compliance, Papework processing, Account review & Monitoring
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-27 |
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