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2 Essington Drive, Hingham, MA 02043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-12-15 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Hingham | MA | 10/2015 | 12/2020 |
| Afg Fiduciary Services Limited Partnership | Hingham | MA | 12/2020 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 12/2020 | Present |
1) Joseph McCarthy is dually-registered as an Investment Advisor Representative with AFG Fiduciary Services Limited Partnership - since 12/2020) and as a Registered Representative with Purshe Kaplan Sterling Investments, Inc. (PKS" - since 12/2020). Same business address. Approximately 90% of Mr. McCarthy's time is for services as an Investment Advisor Representative and the balance as a Registered Representative. AFG and PKS are not affiliated. 2) 1. PKSF 2. Not investment related 3. 2 HMS Essington Dr., MA, 02043 4. Selling fixed income annuities and insurance 5. Agent 6. 12/2020 7. 12 hrs/mo 8. 12 hours during trading 9. Present and provide solutions to clients and prospects using fixed annuities or types of insurance
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-01-07 |
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