Inactive

David Bontecou Wray

Catalyst Financial Partners

St. Augustine, FL

Claim This Profile

Current Employers

Catalyst Financial Partners

One Marina Park Drive 16Th Floor, Boston, MA 02210 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2022-07-22
MA	RA	APPROVED	2022-07-19
TX	RA	APPROVED	2022-07-12

FL RA
APPROVED

Since 2022-07-22
MA RA
APPROVED

Since 2022-07-19
TX RA
APPROVED

Since 2022-07-12

Branch Locations

St. Augustine, FL • United States

One Marina Park Drive 16Th Floor, Boston, MA 02210 • United States

Ipswich, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Klr Wealth Management, Llc	Boston	MA	03/2019	10/2021
Bny Mellon Private Wealth Management	Boston	MA	11/1998	02/2019
Catalyst Financial Partners	Boston	MA	07/2022	Present
Unemployed	Walpole	MA	10/2021	07/2022

03/2019 → 10/2021

Klr Wealth Management, Llc

Boston, MA
11/1998 → 02/2019

Bny Mellon Private Wealth Management

Boston, MA
07/2022 → Present

Catalyst Financial Partners

Boston, MA
10/2021 → 07/2022

Unemployed

Walpole, MA

Previous Registrations

2019-04-15 → 2022-03-11

Klr Investment Advisors, Llc

Providence, RI

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1992-06-05
S63	Uniform Securities Agent State Law Examination	1982-02-22

S65 Uniform Investment Adviser Law Examination

1992-06-05
S63 Uniform Securities Agent State Law Examination

1982-02-22

Designations

Other Names

David Bontelou Wray
Jr David Bontelou Wray

View on SEC IAPD

More in St. Augustine, FL

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor