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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-01 |
Branch Locations
540 Cowper Street Suite 100, Palo Alto, CA 94301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| G.W. & Wade, Inc. | Wellesley | MA | 09/2004 | 03/2024 |
| G.W. & Wade Asset Management Company, Inc. | Wellesley | MA | 08/2005 | 12/2023 |
| The Colony Group, Llc | Boston | MA | 03/2024 | Present |
Name of Business: Orzo Newport LLC; Business is not investment-related; Address: 100 Lanzon Irvine, CA 92602; Nature of Business: The sole purpose of the LLC is to own a primary residence and it is not an operating business; Position/Title held: Manager; Start date: 7/24/2023; Approximate number of hours/month devoted to the other business: 0; Number of hours devoted to the other business during securities trading hours: 0; Describe duties: Administrative; occasionally execute paperwork or coordinate payments related to the house.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-08 |
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