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Kaitlyn Ann O'NEill

Massachusetts Wealth Management, LLC

North Andover, MA

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Current Employers
Massachusetts Wealth Management, Llc

807 Turnpike Street, North Andover, MA 01845 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-01-03
NH RA APPROVED 2022-11-07
  • MA RA
    APPROVED
    Since 2023-01-03
  • NH RA
    APPROVED
    Since 2022-11-07

Branch Locations

807 Turnpike Street, North Andover, MA 01845 • 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
Barclays Capital Inc New York NY 06/2018 05/2022
College Of The Holy Cross Worcester MA 09/2014 05/2018
Barclays Capital Inc New York NY 06/2017 08/2017
Massachusetts Wealth Management North Andover MA 06/2022 Present
  • 06/2018 → 05/2022
    Barclays Capital Inc
    New York, NY
  • 09/2014 → 05/2018
    College Of The Holy Cross
    Worcester, MA
  • 06/2017 → 08/2017
    Barclays Capital Inc
    New York, NY
  • 06/2022 → Present
    Massachusetts Wealth Management
    North Andover, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-07
S63 Uniform Securities Agent State Law Examination 2018-08-24
  • S66 Uniform Combined State Law Examination
    2022-11-07
  • S63 Uniform Securities Agent State Law Examination
    2018-08-24
Other Names
  • Kaitlyn Ann Conte

View on SEC IAPD

Other Firms

NORTHERN CAPITAL SECURITIES CORPORATION
OSAIC WEALTH, INC.
SIMPSON INVESTMENT COUNSEL
CONNOLLY FINANCIAL ADVISORS, INC.
FOCUS PARTNERS WEALTH, LLC
BRADFORD FINANCIAL SERVICES CORP
STONEX ADVISORS INC.
PFS INVESTMENTS INC.

Other Investors

MANFRED THEODOR BECKMANN
Robert Edward Pickett
JASON DANIEL STUCK
STEPHEN GILBERT RYE
MAURICE JASON KAUFF
DAVID GRANT OLDAKER
Dylan Jacob Fernandez
EDMUND JOSEPH HAUGHEY

Other Offices

NORTHERN CAPITAL SECURITIES CORPORATION · NORTH ANDOVER, MA
OSAIC WEALTH, INC. · NORTH ANDOVER, MA
SIMPSON INVESTMENT COUNSEL · North Andover, MA
CONNOLLY FINANCIAL ADVISORS, INC. · NORTH ANDOVER, MA
CONNOLLY FINANCIAL ADVISORS, INC. · North Andover, MA
FOCUS PARTNERS WEALTH, LLC · NORTH ANDOVER, MA
BRADFORD FINANCIAL SERVICES CORP · North Andover, MA
STONEX ADVISORS INC. · North Andover, MA

More in North Andover, MA

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