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Advisor at WASHINGTON TRUST ADVISORS
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 | Oct 28, 2025 | n/a | yes | WELLESLEY, MA | Current employment |
| BEACON LIGHT PLANNING, LLC | n/a | Mar 9, 2018 | Aug 22, 2025 | no | WAYLAND, MA | Previous registration |
| EDWARD JONES | National bd RIA | Mar 24, 2015 | Nov 7, 2016 | no | WALTHAM, MA|WAYLAND, MA|ST LOUIS, MO|WALTHAM, MA|WAYLAND, MA|ST LOUIS, MO | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Apr 10, 2006 | Nov 21, 2006 | no | SCOTTSDALE, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BEACON LIGHT PLANNING, LLC | WASHINGTON TRUST ADVISORS | Aug 22, 2025 | Oct 28, 2025 | 67 | Firm change | Other |
| EDWARD JONES | BEACON LIGHT PLANNING, LLC | Nov 7, 2016 | Mar 9, 2018 | 487 | Firm change after gap | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | EDWARD JONES | Nov 21, 2006 | Mar 24, 2015 | 3,045 | Firm change after gap | Wirehouse to ibd |