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50 Chestnut Street Suite A-400, Beavercreek, OH 45440 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-12-11 |
| NJ | RA | APPROVED | 2024-06-25 |
| NV | RA | APPROVED | 2022-04-29 |
| UT | RA | APPROVED | 2021-08-16 |
| WY | RA | APPROVED | 2021-04-26 |
| NY | RA | APPROVED | 2021-04-13 |
| AZ | RA | APPROVED | 2021-02-18 |
| NC | RA | APPROVED | 2021-01-08 |
| DE | RA | APPROVED | 2020-08-13 |
| CT | RA | APPROVED | 2020-01-08 |
| SC | RA | APPROVED | 2019-09-20 |
| CO | RA | APPROVED | 2019-09-13 |
| NH | RA | APPROVED | 2017-06-20 |
| MA | RA | APPROVED | 2016-07-07 |
| WA | RA | APPROVED | 2016-05-23 |
| GA | RA | APPROVED | 2016-05-18 |
| FL | RA | APPROVED | 2016-05-17 |
| CA | RA | APPROVED | 2016-05-11 |
| MD | RA | APPROVED | 2016-05-11 |
| TX | RA | APPROVED_RES | 2016-05-06 |
| VA | RA | APPROVED | 2016-05-06 |
| RI | RA | APPROVED | 2016-05-05 |
Branch Locations
Bonita Springs, FL • United States
50 Chestnut Street Suite A-400, Beavercreek, OH 45440 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Paul P St Onge Company | Providence | RI | 03/1983 | Present |
| Lincoln National Equity Sales | Ft Wayne | IN | 09/1989 | Present |
| St. Onge, Paul, Philip | East Greenwich | RI | 01/1993 | Present |
| Gw & Wade, Llc | East Greenwich | RI | 07/2014 | Present |
| Gw & Wade Asset Management Company, Llc | East Greenwich | RI | 10/2014 | Present |
| Westminster Financial Securities, Inc. | Dayton | OH | 05/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1981-03-04 |
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