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Joseph Nicola Evangelista

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 2003-05-29
  • MA RA
    APPROVED
    Since 2003-05-29

Branch Locations

450 Bedford Street, Lexington, MA 02472 • 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
Suffolk University Law School Boston MA 08/1996 Present
Ids Life Insurance Company Boston MA 04/1999 Present
American Express Financial Advisors Inc. Boston MA 04/1999 Present
Wingate Financial Group, Inc Lexington MA 05/2003 Present
Wingate Capital Corp Lexington MA 05/2003 Present
Wingate Financial Corp Lexington MA 05/2003 Present
Wingate Planning Corp Lexington MA 05/2003 Present
  • 08/1996 → Present
    Suffolk University Law School
    Boston, MA
  • 04/1999 → Present
    Ids Life Insurance Company
    Boston, MA
  • 04/1999 → Present
    American Express Financial Advisors Inc.
    Boston, MA
  • 05/2003 → Present
    Wingate Financial Group, Inc
    Lexington, MA
  • 05/2003 → Present
    Wingate Capital Corp
    Lexington, MA
  • 05/2003 → Present
    Wingate Financial Corp
    Lexington, MA
  • 05/2003 → Present
    Wingate Planning Corp
    Lexington, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-05-21
S66 Uniform Combined State Law Examination 2001-05-17
S63 Uniform Securities Agent State Law Examination 1999-06-07
  • S65 Uniform Investment Adviser Law Examination
    2015-05-21
  • S66 Uniform Combined State Law Examination
    2001-05-17
  • S63 Uniform Securities Agent State Law Examination
    1999-06-07

View on SEC IAPD

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