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Current Employers
Stonehearth Capital Management

100 Conifer Hill Drive, Ste 105, Danvers, MA 01923 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-08-05
MA RA APPROVED 2022-06-16
  • TX RA
    APPROVED
    Since 2022-08-05
  • MA RA
    APPROVED
    Since 2022-06-16

Branch Locations

100 Conifer Hill Drive, Ste 105, Danvers, MA 01923 • 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
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
  • 10/2012 → 12/2020
    Dk Brede Investment Management
    Needham, MA
  • 12/2020 → 01/2022
    Gw & Wade Asset Management Company, Llc
    Wellesley, MA
  • 12/2020 → 01/2022
    Gw & Wade, Llc
    Wellesley, MA
  • 01/2022 → 04/2022
    Hingham, MA
  • 05/2022 → Present
    Danvers, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-18
  • S66 Uniform Combined State Law Examination
    2015-06-18
Designations

View on SEC IAPD

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