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Advisor at WASHINGTON TRUST ADVISORS
Westerly, RI
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 | Aug 19, 2025 | n/a | yes | Westerly, RI | Current employment |
| LIGHTHOUSE FINANCIAL MANAGEMENT, LLC | Former SEC adviser | May 24, 2007 | Jul 31, 2025 | no | WESTERLY, RI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LIGHTHOUSE FINANCIAL MANAGEMENT, LLC | WASHINGTON TRUST ADVISORS | Jul 31, 2025 | Aug 19, 2025 | 19 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 127748:110407:RI:2025-07-31 | Jul 31, 2025 | Aug 19, 2025 | WESTERLY, RI | Firm change |