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450 Bedford Street, Lexington, MA 02420-1547 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-01-23 |
Branch Locations
450 Bedford Street, Lexington, MA 02420-1547 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Boston | MA | 04/2016 | 01/2018 |
| Wingate Wealth Advisors, Inc. | Lexington | MA | 01/2018 | 02/2019 |
| Wingate Wealth Advisors, Inc. | Lexington | MA | 02/2019 | 02/2021 |
| Wingate Wealth Advisors, Inc. | Lexington | MA | 02/2021 | 08/2025 |
| Wingate Wealth Advisors, Inc. | Lexington | MA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-16 |
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