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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 Asset Management Company, Llc | Wellesley | MA | 10/2009 | 12/2023 |
| The Colony Group, Llc | Boston | MA | 03/2024 | Present |
| Gw & Wade, Llc | Wellesley | MA | 01/2016 | 03/2024 |
1) The Riley Apartments, LLC; Investment related; 812 North 11th Street Tacoma, WA 98403; Rental real estate; 30% joint owner with spouse; Start date July 2017; Approximately 1-5 hours devoted to other business and 1-5 hours during trading hours; I am a 30% joint owner with my spouse. The property is managed by a property management company. 2) Gaining Ground; Investment related; 341 Virginia Rd. Concord, MA 01742; Investment Committee member for non-profit organic farm; Committee member; Start date December 2020; Approximately 1-5 hours devoted to other business and zero hours during trading hours; Implement investment strategy for newly formed endowment; No compensation received from activity
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-27 |
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