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144 Gould Street Suite 210, Needham, MA 02494 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2024-06-25 |
| TX | RA | APPROVED_RES | 2022-08-05 |
| MA | RA | APPROVED | 2022-05-03 |
Branch Locations
144 Gould Street Suite 210, Needham, MA 02494 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Securities America, Inc. | Needham | MA | 08/2007 | 05/2022 |
| Securities America Advisors, Inc. | Lavista | NE | 03/2009 | 05/2022 |
| Armstrong Advisory Group, Inc. | Needham | MA | 05/2022 | Present |
(1) INSURANCE SALES: Mr. Hayes is a licensed insurance agent/producer. Business is conducted at 144 Gould St, Ste 210, Needham MA 02494, United States. Start date: 06/2007. Prior to 06/01/2022: Investment Related. All types of insurance products have been sold inclusive of those that require securities registration. Effective 06/01/2022: Investment related. Sales of Insurance Products that do not require securities licensing only. Number of hours: ~5 hours per month. (2) THE FINANCIAL EXCHANGE: Mr. Hayes is a Radio Host. As such, Mr. Hayes is co-hosting the radio program "The Financial Exchange". Activity is conducted at 144 Gould St, Ste 210, Needham MA 02494, United States. Investment related: As a co-host of the financial show, Mr. Hayes expresses his views and provides contemporaneous comments related to the general market, economic developments as well as certain educational information. Start date: 05/2015. Mr. Hayes dedicates 12 hours a month to this activity. (3) RENTAL PROPERTIES OWNERSHIP Mr. Hayes through the family Trust owns and participates in a long-term rental activities for certain residential properties. There is no physical location for such activity. Start date: 05/2022. Personal investment related. No dedicated hours. (4) PODCAST: "DUMB QUESTIONS FOR SMART MONEY" Mr. Hayes is a Podcast Host. As such, Mr. Hayes is co-hosting the podcast program "Dumb Questions for Smart Money". Activity is conducted at 144 Gould St, Ste 210, Needham MA 02494, United States. Investment related: As a co-host of the financial podcast, Mr. Hayes expresses his views and provides contemporaneous comments related to the general market, economic developments as well as certain educational information. Start date: 11/2021. Mr. Hayes dedicates 2 hours a month to this activity. (5) Mr. Hayes is a Podcast Co-Host. As such, Mr. Hayes is co-hosting the podcast program produced by AAG "Make it Make Cents". Activity is conducted at 144 Gould St, Ste 210, Needham MA 02494, United States. Investment related: As a co-host of this online podcast Mr. Hayes expresses his views and provides comments related to different financial topics. The podcast is produced with the intention of providing certain educational information to the public. Mr. Hayes dedicates 10 hours a month to this activity. Start Date 12/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-09 |
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