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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 | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cahill Davis Group | Milton | MA | 01/1989 | Present |
| Ohio National Life Insurance | Cincinnati | OH | 10/1998 | Present |
| Cahill Davis Insurance Agency, Inc. | Milton | MA | 01/1989 | Present |
| Voya Financial Advisors | Randolph | MA | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 480 ADAMS ST STE 206; MILTON; MA; 2186; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 12/4/2007; 136; 136; SALES OF FIXED INSURANCE PRODUCTS|NAME OF ENTITY:CAHILL DAVIS INSURANCE AGENCY, INC.; Yes; 480 ADAMS ST STE 206; MILTON; MA; 2186; FINANCIAL SERVICES; PRESIDENT; 1/15/1989; 160; 160; SALES OF SERVICE OF INSURANCE AND SECURIITIES PRODUCTS|NAME OF ENTITY:Cahill Davis Group; Yes; 480 ADAMS ST STE 206; MILTON; MA; 2186; DBA; Owner; 1/15/1989; 100; 100; DBA for sales and service of fixed insurance and investments|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 1982-05-11 |
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