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Advisor at WELCH & FORBES LLC
BOSTON, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| WELCH & FORBES LLC | Independent wealth | Jul 21, 2025 | n/a | yes | BOSTON, MA | Current employment |
| FOCUS PARTNERS WEALTH, LLC | Independent wealth | Mar 6, 2024 | May 20, 2025 | no | Wellesley, MA | Previous registration |
| GW & WADE, LLC | Former SEC adviser | Apr 2, 2020 | Mar 21, 2024 | no | WELLESLEY, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FOCUS PARTNERS WEALTH, LLC | WELCH & FORBES LLC | May 20, 2025 | Jul 21, 2025 | 62 | Firm change | RIA to RIA |
| GW & WADE, LLC | FOCUS PARTNERS WEALTH, LLC | Mar 21, 2024 | Mar 6, 2024 | -15 | Bulk transfer | RIA to RIA |