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Advisor at WASHINGTON TRUST ADVISORS
NEW HAVEN, CT | WELLESLEY, 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 |
|---|---|---|---|---|---|---|
| WASHINGTON TRUST ADVISORS | Independent wealth | Sep 15, 2021 | n/a | yes | NEW HAVEN, CT|WELLESLEY, MA | Current employment |
| HALSEY ASSOCIATES | Former SEC adviser | Sep 11, 2015 | Oct 1, 2019 | no | NEW HAVEN, CT | Previous registration |
| HALSEY ASSOCIATES INC | Former SEC adviser | Dec 7, 2010 | Oct 1, 2015 | no | NEW HAVEN, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HALSEY ASSOCIATES | WASHINGTON TRUST ADVISORS | Oct 1, 2019 | Sep 15, 2021 | 715 | Firm change after gap | RIA to RIA |
| HALSEY ASSOCIATES INC | HALSEY ASSOCIATES | Oct 1, 2015 | Sep 11, 2015 | -20 | Channel change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 281212:110407:CT:2019-10-01 | Oct 1, 2019 | Sep 15, 2021 | NEW HAVEN, CT | Firm change after gap |
| 108301:281212:CT:2015-10-01 | Oct 1, 2015 | Sep 11, 2015 | NEW HAVEN, CT | Firm change |