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100 Conifer Hill Drive, Ste 105, Danvers, MA 01923 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-05 |
| MA | RA | APPROVED | 2022-06-16 |
Branch Locations
100 Conifer Hill Drive, Ste 105, Danvers, MA 01923 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dk Brede Investment Management | Needham | MA | 10/2012 | 12/2020 |
| Gw & Wade Asset Management Company, Llc | Wellesley | MA | 12/2020 | 01/2022 |
| Gw & Wade, Llc | Wellesley | MA | 12/2020 | 01/2022 |
| Sandy Cove Advisors, Llc | Hingham | MA | 01/2022 | 04/2022 |
| Stonehearth Capital Management | Danvers | MA | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-18 |
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