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James Andrew Laite

Cadence Wealth Management LLC

Westborough, MA

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Current Employers
Cadence Wealth Management Llc

1800 West Park Drive Suite 330, Westborough, MA 01581 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2012-05-01
  • MA RA
    APPROVED
    Since 2012-05-01

Branch Locations

1800 West Park Drive Suite 330, Westborough, MA 01581 • 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
Cadence Wealth Mgmt Westborough MA 10/2010 Present
Purshe Kaplan Sterling Investments Albany NY 10/2010 Present
Wachusett Mountain Ski Area Princeton MA 01/2023 Present
  • 10/2010 → Present
    Cadence Wealth Mgmt
    Westborough, MA
  • 10/2010 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 01/2023 → Present
    Wachusett Mountain Ski Area
    Princeton, MA
Previous Registrations
Other Businesses

1. MR. LAITE IS ALSO A REGISTERED REPRESENTATIVE AT PURSHE KAPLAN STERLING INVESTMENTS SINCE 10/2010. 2. TOWN OF LANCASTER COMMISSIONOR, 695 MAIN STR, LANCASTER MA 01523, BOARD OF PUBLIC WORKS, 05/10/11, 4HRS PER MONTH, DECISION MAKING, POLICY MAKING FOR THE HIGHWAY DEPT. TREE & CEMETARY DEPT, WATER DEPT. 3. WACHUSETT MOUNTAIN SKI AREA - NOT INVESTMENT RELATED - 499 MOUNTAIN ROAD, PRINCETON, MA 01541,US - SALES, RENTAL, REPAIR - APPROX. 32 HOURS PER MONTH - MR. LAITE ASSISTS WITH SKI EQUIPMENT SALES, RENTAL AND MAINTENANCE DURING THE WINTER SEASON (JANUARY-MARCH) EVERY YEAR.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-08-08
  • S66 Uniform Combined State Law Examination
    2003-08-08

View on SEC IAPD

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