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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-03-06 |
| CA | RA | APPROVED | 2024-03-01 |
| VA | RA | APPROVED | 2024-03-01 |
Branch Locations
11325 Random Hills Road Suite 210, Fairfax, VA 22030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gw & Wade, Llc | Wellesley | MA | 10/2014 | 03/2024 |
| Gw & Wade Asset Management Company | Wellesley | MA | 09/2010 | 12/2023 |
| The Colony Group, Llc | Boston | MA | 03/2024 | Present |
Roux Family; Not investment related; 11325 Random Hills Road Suite 210 Fairfax, VA 22030; Agent under power of attorney for David and Barbara Roux; Start date 10/1/2013; Approximate # of hours/month devoted to this activity or business is 1-5; Approximate # of hours/month devoted to this activity during business hours is 1-5; Duties include applying signatures or signing on their behalf for non-Colony Group activity, i.e., private investments, charitable grants or personal transactions. No compensation received.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-22 |
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