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4050 Innslake Drive Suite 250, Glen Allen, VA 23060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-08-17 |
| CA | RA | APPROVED | 2022-08-12 |
Branch Locations
601 South Harbour Island Blvd Suite 109, Tampa, FL 33602 • United States
1 Hollis Street Suite 213, Wellesley, MA 02482 • United States
Littleton, MA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Winslow, Evans & Crocker, Inc. | Boston | MA | 07/2014 | 05/2021 |
| Ameriprise Financial Services Llc | Boston | MA | 05/2021 | 08/2022 |
| Capitol Securities Management, Inc. | Wellesley | MA | 08/2022 | Present |
Doing Business As: The Wellesley Group Investment-related: Yes Address: 1 Hollis Street, Suite 350, Wellesley, MA 02482
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-22 |
| S65 | Uniform Investment Adviser Law Examination | 1994-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-18 |
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