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Jason Sikorski

Wingate Wealth Advisors, Inc.

Lexington, MA

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Current Employers
Wingate Wealth Advisors, Inc.

450 Bedford Street, Lexington, MA 02420-1547 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2021-09-16
  • MA RA
    APPROVED
    Since 2021-09-16

Branch Locations

450 Bedford Street, Lexington, MA 02420-1547 • 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
OrganizationCityStateFromTo
Best Buy Holyoke MA 03/2008 12/2017
Pioneer Valley Financial Group Ludlow MA 12/2017 04/2020
Commonwealth Financial Network Waltham MA 12/2017 04/2020
Wingate Wealth Advisors, Llc Lexington MA 04/2020 Present
  • 03/2008 → 12/2017
    Best Buy
    Holyoke, MA
  • 12/2017 → 04/2020
    Pioneer Valley Financial Group
    Ludlow, MA
  • 12/2017 → 04/2020
    Commonwealth Financial Network
    Waltham, MA
  • 04/2020 → Present
    Wingate Wealth Advisors, Llc
    Lexington, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-05
  • S66 Uniform Combined State Law Examination
    2019-08-05

View on SEC IAPD

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