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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 |
|---|---|---|---|---|
| Securitias Usa | Boston | MA | 08/2009 | Present |
| Gw & Wade Llc | Wellesley | MA | 06/2012 | 01/2017 |
| Gw & Wade, Llc | Wellesley | MA | 05/2019 | 03/2024 |
| Gw & Wade, Llc | Wellesley | MA | 01/2017 | 05/2019 |
| Gw & Wade Asset Management Company, Llc | Wellesley | MA | 06/2012 | 12/2023 |
| The Colony Group, Llc | Boston | MA | 03/2024 | Present |
SECURITIAS USA; 74 SUMMER ST, BOSTON, MA; PAYROLL ADMINISTRATION SUPERVISOR; BUSINESS IS NOT INVESTMENT-RELATED; PART TIME POSITION AS A PAYROLL SUPERVISOR SUPERVISING PAYROLL ADMINISTRATION; START DATE AUGUST 2009; APPROXIMATELY 2 HRS/WEEK DEVOTED TO OTHER BUSINESS; 0 HRS/WEEK DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-24 |
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