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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-03-06 |
Branch Locations
93 Worcester Street 4Th Floor, Wellesley, MA 02481 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gw & Wade Llc | Wellesley | MA | 09/2012 | 03/2024 |
| Gw & Wade Asset Management Company | Wellesley | MA | 08/2005 | 12/2023 |
| The Colony Group, Llc | Boston | MA | 03/2024 | Present |
1) Investment Property; Investment related; 473 Pine Road, Southport, NC; Investment property owner; Start date Feb 2016; Less than 1 hours/month devoted to the other business; 0 hours devoted to other business during securities trading hours; As the investment property owner I have minimal involvement and only participate when a decision needs to be made about the property 2) Rental Property; Not investment related; 219 Lake Keziah, Southport, NC 28461; Rental property Landlord; Start date Dec 2015; Less than 1 hours/month devoted to the other business; 0 hours devoted to other business during securities trading hours; Landlord with no additional duties as I have a property manager that handles matters relating to this property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-18 |
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