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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 | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
| FL | RA | APPROVED | 2023-04-05 |
Branch Locations
35 Braintree Hill Office Park Ste 309, Braintree, MA 02184 • United States
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 |
|---|---|---|---|---|
| Frederick & Cynthia Driscoll | North Easton | MA | 05/2002 | Present |
| Frederick T Driscoll-Independent Insurance Agent | Braintree | MA | 02/1978 | Present |
| Driscoll Financial Group | Braintree | MA | 05/2004 | Present |
| Voya Financial Advisors | Braintree | MA | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 05/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2023 | Present |
NAME OF ENTITY:DRISCOLL FINANCIAL GROUP; Yes; 35 BRAINTREE HILL OFFICE PARK STE 309; BRAINTREE; MA; 02184; FINANCIAL SERVICES; ASSOCIATE; 5/5/2004; 160; 160; INSURANCE AND INVESTMENT SALES|NAME OF ENTITY: independent insurance agent; Yes; 35 BRAINTREE HILL OFFICE PARK STE 309; BRAINTREE; MA; 2184; fixed insurance sales; independent insurance agent; 3/31/2010; 16; 16; sales of fixed insurance products|NAME OF ENTITY:TUNDIDOR WEALTH INVESTMENT GROUP; Yes; 1800 JOHN F KENNEDY BLVD STE 3; PHILADELPHIA; PA; 19103; FINANCIAL SERVICES/dba; FINANCIAL ADVISOR/SUPERVISOR; 1/1/2015; 2; 2; VOYA REP'S OFFERING RETIREMENT, INVESTMENT MANAGEMENT AND ESTATE PLANNING-FIELD OSJ FOR REPS IN THIS OFFICE.|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-14 |
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