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David Nicholas Khouri

Wingate Wealth Advisors, Inc.

Lexington, MA

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Current Employers
Wingate Wealth Advisors, Inc.

450 Bedford Street, Lexington, MA 02420-1547 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-01-24
  • MA RA
    APPROVED
    Since 2024-01-24

Branch Locations

450 Bedford Street, Lexington, MA 02420-1547 • 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
Purshe Kaplan Sterling Investments Albany NY 06/2016 09/2017
Mcadam Llc Boston MA 06/2016 09/2017
Charles Schwab & Co., Inc. Lone Tree CO 11/2017 11/2021
Schwab Private Client Investment Advisory Lone Tree CO 11/2021 12/2023
Wingate Wealth Advisors, Llc Lexington MA 01/2024 Present
  • 06/2016 → 09/2017
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 06/2016 → 09/2017
    Mcadam Llc
    Boston, MA
  • 11/2017 → 11/2021
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 11/2021 → 12/2023
    Schwab Private Client Investment Advisory
    Lone Tree, CO
  • 01/2024 → Present
    Wingate Wealth Advisors, Llc
    Lexington, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-11
  • S66 Uniform Combined State Law Examination
    2016-08-11
Designations
Other Names
  • David N Khouri

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · LEXINGTON, MA
OUELLETTE WEALTH ADVISORY LLC · LEXINGTON, MA
HIGHTOWER ADVISORS, LLC · Lexington, MA
HIGHTOWER ADVISORS, LLC · Lexington, MA
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LPL FINANCIAL LLC · LEXINGTON, MA
LPL FINANCIAL LLC · LEXINGTON, MA
COMMONWEALTH FINANCIAL NETWORK · LEXINGTON, MA

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