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15 Caswell Lane, Plymouth, MA 02360 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2003-11-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Condon Wealth Management | Plymouth | MA | 10/2008 | Present |
| Condon & Lapsley, Llc | Plymouth | MA | 12/2013 | Present |
1.CONDON WEALTH MANAGEMENT; 15 CASWELL LANE PLYMOUTH MA, 02360; INVESTMENT ADVISORY; INVESTMENT RELATED; IAR OFFERING INVESTMENT ADVISORY SERVICES AND TRADITIONAL LIFE, DISABILITY AND FIXED ANNUITIES THROUGH CONDON WEALTH MANAGEMENT; STARTED IN 2004; 50 HRS PER MONTH; ALL TRADING HOURS; FINANCIAL PLANNING. 2.CONDON & LAPSLEY, LLC, CONSULTANT; NOT INVESTMENT- RELATED; 15 CASWELL LANE PLYMOUTH MA, 02360; OWNER OFFERING TAX PREP AND ACCOUNTING SERVICES; STARTED IN 1972; WORKING 32 HRS PER MONTH; ALL TRADING HOURS. 3.THOMAS L. CONDON; INSURANCE SALES; START DATE 5/1/1999; 10 HRS PER MONTH; FINANCIAL AND TAX PLANNING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-02 |
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