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20 William St Suite 135, Wellesley, MA 02481 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-05-10 |
| CT | RA | APPROVED | 2023-03-23 |
| RI | RA | APPROVED | 2023-03-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barry Investment Advisors, Llc | New Bedford | MA | 03/2016 | 11/2017 |
| Wingate Wealth Advisors, Inc. | Lexington | MA | 11/2017 | 07/2021 |
| Washington Trust Company | Providence | RI | 07/2021 | Present |
| Washington Trust Advisors, Inc. | Wellesley | MA | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-26 |
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