David John Costigan

Current Employers

Employment History

• 10/2014 → 06/2017
  Bp Wealth Management, Llc
  Boston, MA
• 09/2017 → 05/2018
  Penobscot Investment Management Company, Inc.
  Boston, MA
• 06/2017 → 09/2017
  Unemployed
  Lynnfield, MA
• 09/2017 → 07/2018
  Norton Point Strategic Advisors
  Lynnfield, MA
• 08/2018 → 09/2020
  Slatestone Wealth Llc
  Lynnfield, MA
• 04/2019 → 12/2019
  Slatestone Private Client
  Jupiter, FL
• 09/2020 → 10/2020
  Congress Wealth Management Llc
  Boston, MA
• 10/2020 → Present
  Congress Wealth Management Llc
  Boston, MA

Previous Registrations

• 2020-09-22 → 2020-12-02
  Congress Wealth Management Llc
  Boston, MA
• 2018-10-16 → 2020-09-22
  Slatestone Wealth Llc
  Lynnfield, MA
  Jupiter, FL
• 2019-06-18 → 2020-03-26
  Slatestone Private Client
  Lynnfield, MA
  Jupiter, FL
• 2017-09-11 → 2018-05-02
  Penobscot Investment Management Company, Inc.
  Lynnfield, MA
  Boston, MA
• 2014-11-14 → 2017-06-02
  Svb Wealth
  Boston, MA
• 2010-08-16 → 2014-11-26
  Banyan Partners, Llc
  Boston, MA
  Boston, MA
  Woburn, MA
  Palm Beach Gardens, FL
• 2009-09-18 → 2010-05-03
  Mai Capital Management, Llc
  Lynnfield, MA
• 2006-02-17 → 2009-08-17
  The Colony Group, Llc
  Boston, MA
• 2006-05-12 → 2009-08-17
  Jeta Grove, Llc
  Boston, MA

Other Businesses

SlateStone Group (previously Jeta Grove, Managing Member); Holding Company, 8/01/2018; 4495 Military Trail, Jupiter, FL; Partner; spends approximately 2 hours a month and zero hours during trading the day.

Exams

• S66 Uniform Combined State Law Examination
  1998-10-22

Designations

Other Names

• David J Costigan