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Michaela Green Herlihy

Beacon Financial Planning, Inc

Hyannis, MA

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Current Employers
Beacon Financial Planning, Inc

540 Main Street Suite 14, Hyannis, MA 02601 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2015-04-21
  • MA RA
    APPROVED
    Since 2015-04-21

Branch Locations

540 Main Street Suite 14, Hyannis, MA 02601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Beacon Financial Planning , Inc. South Easton MA 05/2012 03/2025
Beacon Financial Planning Of Cape Cod, Inc. Hyannis MA 02/2015 03/2025
Beacon Financial Planning, Inc Hyannis MA 03/2025 Present
Previous Registrations
  • 2012-05-08 → 2019-12-26
    Beacon Financial Planning, Inc.
    South Easton, MA
  • 2009-11-12 → 2012-05-03
    Aevitas Wealth Management, Inc.
    Wellesley Hills, MA
Other Businesses

NAME: ChoZenFam, NON-INVESTMENT RELATED; ADDRESS: 170 EVANS STREET, OSTERVILLE, MA 02655; NATURE: eCOMMERCE; POSITION: OWNER; START DATE: JANUARY 2019; HOURS PER MONTH: 15; HOURS DURING TRADING HOURS: NONE; DUTIES: PROMOTE eCOMMERCE WEBSITE VIA SOCIAL MEDIA.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-07-16
  • S66 Uniform Combined State Law Examination
    2007-07-16
Designations
Other Names
  • Michaela Herlihy

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