Best Investors Account Sign in
Claim This Profile
Current Employers
Wingate Wealth Advisors, Inc.

450 Bedford Street, Lexington, MA 02420-1547 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2015-09-14
MA RA APPROVED 2002-05-17
  • TX RA
    APPROVED_RES
    Since 2015-09-14
  • MA RA
    APPROVED
    Since 2002-05-17

Branch Locations

450 Bedford Street, Lexington, MA 02420 • 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
Wingate Capital Corporation Lexington MA 01/2002 Present
  • 01/2002 → Present
    Wingate Capital Corporation
    Lexington, MA
Previous Registrations
  • 2002-05-17 → 2013-03-26
    Wingate Planning Corp
    Lexington, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-09-11
S63 Uniform Securities Agent State Law Examination 1989-01-17
  • S65 Uniform Investment Adviser Law Examination
    1995-09-11
  • S63 Uniform Securities Agent State Law Examination
    1989-01-17
Designations
Other Names
  • Carol M Khouri
  • Carol Mary Hamwey

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Lexington, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor