Best Investors Account Sign in

Thomas Jeremiah Mccarthy

Capital Analysts

Braintree, MA

Claim This Profile
Current Employers
Capital Analysts

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2012-06-12
  • MA RA
    APPROVED
    Since 2012-06-12

Branch Locations

35 Braintree Hill Office Park Suite 400 & 405, Braintree, MA 02184 • 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
Capital Analysts, Incorporated Quincy MA 06/1986 Present
Lincoln Investment Braintree MA 06/2012 Present
  • 06/1986 → Present
    Capital Analysts, Incorporated
    Quincy, MA
  • 06/2012 → Present
    Lincoln Investment
    Braintree, MA
Other Businesses

SOUTH SHORE HEALTH POSITION: Member of the Board, Chair of Quality, Service, Value Committee, Chair of the Board of Directors NATURE: Community Health System INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2016 ADDRESS: 55 Fogg Road, South Weymouth MA 02190, United States DESCRIPTION: makes sure the hospital is carrying out the goals of its mission statement; determines and changes compensation for hospital personnel; ensures hospital and staff are in compliance with state and federal law; approves budgets; reviews quality of care and overall safety of patients. Members of the Board also assure the integrity and effectiveness of the board's governance role and processes.  KAF WEALTH MANAGEMENT LLC POSITION: Agent NATURE: life settlements INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 4 START DATE: 11/01/2023 ADDRESS: 35 Braintree Hill Office Park, Suite 400, Braintree MA 02184, United States DESCRIPTION: we occasionally will assist clients with life settlements for their life insurance policies as part of our life insurance review process, we will occasionally educate clients on life settlement options as one possible solution. KAF WEALTH MANAGEMENT AND KAF FINANCIAL ADVISORS, LLC POSITION: Principal/Agent NATURE: Life Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 100 START DATE: 01/01/1986 ADDRESS: 35 Braintree Hill Office Park, Suite 400, Braintree MA 02184, United States DESCRIPTION: Sales and servicing of life insurance policies; review traditional policies; assist with coordination of death claims; recommend changes to existing policies.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-06-23
  • S63 Uniform Securities Agent State Law Examination
    1987-06-23
Designations

View on SEC IAPD

More in Braintree, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor