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200 Reservoir Street Suite 303, Needham, MA 02494 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-15 |
Branch Locations
200 Reservoir Street Suite 303, Needham, MA 02494 • United States
Braintree, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gw & Wade, Llc | Wellesley | MA | 04/2011 | 01/2017 |
| Gw & Wade, Llc | Wellesley | MA | 01/2017 | 05/2019 |
| Gw & Wade, Llc | Wellesley | MA | 05/2019 | 05/2021 |
| Darrow Wealth Management | Needham | MA | 06/2021 | 05/2022 |
| Wedmont Private Capital | Braintree | MA | 05/2022 | 01/2025 |
| Anchor Capital Advisors Llc | Boston | MA | 01/2025 | 06/2026 |
| Darrow Wealth Management | Needham | MA | 07/2026 | Present |
the name of the other business; John LeVangie, Trustee whether the business is investment-related; the address of the other business; 30 Canavan Drive, Braintree, MA 02184 the nature of the other business; trustee services your position; trustee title, or relationship with the other business; trustee the start date of your relationship; 04/18/2017 the approximate number of hours/month you devote to the other business; 5 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; invest trust assets file trust tax returns the name of the other business; Liberty Grove Tax Services, LLC whether the business is investment-related; not investment related the address of the other business; 30 Canavan Drive, Braintree, MA 02184 the nature of the other business; tax preparation services your position; sole proprietor title, or relationship with the other business; sole proprietor the start date of your relationship; 09/26/2025 the approximate number of hours/month you devote to the other business; 10 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; tax preparation services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-03 |
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