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84 State Street Suite 840, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-12-11 |
| MA | RA | APPROVED | 2005-04-12 |
Branch Locations
84 State Street 8Th Floor, Boston, MA 02109 • United States
Village Of Golf, FL • United States
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 |
|---|---|---|---|---|
| O'ROuke & Company Inc. | Boston | MA | 02/1987 | Present |
| Cetera Advisors Llc | Denver | CO | 10/2016 | 04/2026 |
| Investors Capital Corporation | Boston | MA | 01/2006 | 10/2016 |
NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 07/05/2016; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 HOUR; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, AND LONG-TERM CARE. NAME OF OTHER BUSINESS: TRUSTEE; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TRUST; START DATE: 1987; POSITION/TITLE/RELATIONSHIP: TRUSTEE; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: TRUSTEE FOR SIBLINGS TRUST AND FOR ROBERT G. ORR REVOCABLE TRUST OF 2009;. O'ROURKE CORP, NOT INVESTMENT RELATED, SAME AS REGISTERED LOCATION, S CORP, STARTED 9/30/18, OWNER/PRESIDENT, APX NUMBER OF HOURS PER WEEK: 40, 32.5 DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 1982-05-11 |
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