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Teofilo O Ferreira

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 2015-07-28
  • MA RA
    APPROVED
    Since 2015-07-28

Branch Locations

450 Bedford Street, Lexington, MA 02420 • 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
Wingate Wealth Advisors Lexington MA 07/2014 Present
  • 07/2014 → Present
    Wingate Wealth Advisors
    Lexington, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-10-05
S63 Uniform Securities Agent State Law Examination 1993-12-16
  • S66 Uniform Combined State Law Examination
    2009-10-05
  • S63 Uniform Securities Agent State Law Examination
    1993-12-16
Designations
Other Names
  • Teofilo Oliveira Ferreira

View on SEC IAPD

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