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150 Royall Street Suite 102, Canton, MA 02021 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-27 |
| MA | RA | APPROVED | 2016-04-15 |
Branch Locations
150 Royall Street Suite 102, Canton, MA 02021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gray, Gray & Gray | Canton | MA | 09/2015 | Present |
| 1St Global Capital Corp. | Canton | MA | 11/2015 | 01/2018 |
| 1St Global Advisors, Inc. | Canton | MA | 11/2015 | 01/2018 |
| Gray Private Wealth, Llc | Canton | MA | 09/2015 | Present |
Gray Private Wealth, LLC-CIO POSITION: FINANCIAL ADVISOR NATURE: Wealth management, financial planning, and investment advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 8 START DATE: 09/01/2015 ADDRESS: Canton MA United States DESCRIPTION: Wealth management, financial planning, and investment advisory services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-28 |
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