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Advisor at WINGATE WEALTH ADVISORS, INC.
LEXINGTON, 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 |
|---|---|---|---|---|---|---|
| WINGATE WEALTH ADVISORS, INC. | Independent wealth | Jan 23, 2018 | n/a | yes | LEXINGTON, MA | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | May 5, 2016 | Jan 29, 2018 | no | BOSTON, MA | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Jan 21, 2015 | Feb 11, 2015 | no | FRANKLIN, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | WINGATE WEALTH ADVISORS, INC. | Jan 29, 2018 | Jan 23, 2018 | -6 | Firm change | Other |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | WELLS FARGO ADVISORS | Feb 11, 2015 | May 5, 2016 | 449 | Firm change after gap | Other |