Thomas Ehrler Hoffman

Current Employers

Employment History

• 07/1985 → Present
  Capital Analysts, Incorporated
  Quincy, MA
• 06/2012 → Present
  Lincoln Investment
  Braintree, MA

Other Businesses

CAPITAL ANALYSTS OF NEW ENGLAND POSITION: PARTNER NATURE: INVESTMENTS INVESTMENT RELATED: YES NUMBER OF HOURS: 240 INVESTMENT RELATED HOURS: 130 START DATE: 06/01/1985 ADDRESS: 1266 FURNACE BROOK PKWY, QUINCY MA 02169 DESCRIPTION: SALES AND SERVICE OF FIXED LIFE INSURNACE PRODUCTS SOUTH SHORE SPECIAL NEEDS ATHLETIC PARTNERSHIP POSITION: founding board member and treasurer NATURE: non profit support for special needs INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 02/07/2014 ADDRESS: PO Box 48, KAF Financial, Hingham MA 02043 DESCRIPTION: maintain all financial records, collect fees, pay all bills, THOMAS E HOFFMAN POSITION: self employed tax preparer for family and friends NATURE: tax preparation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 3 Sherman Way, Hingham MA 02043, United States DESCRIPTION: prepare Federal and state tax returns HINGHAM 4TH OF JULY PARADE COMMITTEE POSITION: chair of the 50 flags sub committee and parade committee member NATURE: committee raises funds and operates 4th of July Parade INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 02/04/2015 ADDRESS: c/o Hingham Town Hall, 230 Central Street, Hingham MA 02043, United States DESCRIPTION: promote and install 50 flags at business and residences to raise funds to help pay for the parade CHAPPAQUIDDICK BEACH CLUB, INC POSITION: Past Board Member, Past Treasurer, Chair, Finance and Investment Committee NATURE: non profit private beach club INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 1 START DATE: 08/13/2016 ADDRESS: 37 Chappy Road, Edgartown MA 02539, United States DESCRIPTION: quarterly conference calls, read meeting minutes, three in person board meetings per year HINGHAM YOUTH FOOTBALL POSITION: Past President and Treasurer, now serving as advisor to President and Board. Assistant football coach NATURE: youth football INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 2 START DATE: 02/15/2012 ADDRESS: PO Box 297, Hingham MA 02043, United States DESCRIPTION: Oversee the operation of a youth football organization with 185 tackle players, 280 flag players, 55 cheerleaders and 90 parent volunteer coaches and board members. TOWN OF HINGHAM VETERANS COUNCIL POSITION: council member, volunteer with projects supporting needy veterans NATURE: assist Veterans Service Agent INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 11/15/2022 ADDRESS: 210 Central St, Hingham MA 02043, United States DESCRIPTION: plant flags on veterans graves in May, wreaths in December, coordinate a Christmas gift bag program MASS FALLEN HEROES POSITION: Member of the host committee NATURE: support vets and Gold Star Families INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/10/2023 ADDRESS: 12 Channel Street, Boston MA 02210, United States DESCRIPTION: raise funds to support the great works of the organization. Volunteer at the warehouse prepping for a once a month sale attended by 500 or more folks

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-02-18