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294 West Exchange Street, Providence, RI 02903-1004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-09-09 |
| RI | RA | APPROVED | 2003-01-01 |
Branch Locations
294 West Exchange Street, Providence, RI 02903-1004 • United States
294 West Exchange Street, Providence, RI 02903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Point Investment Advisors, Llc | Providence | RI | 01/2003 | Present |
| Strategicpoint Investment Advisors | Providence | RI | 08/2005 | Present |
| Strategicpoint Securities | Providence | RI | 08/2005 | 09/2017 |
| Strategicpoint Investment Advisors | Providence | RI | 05/2010 | 04/2018 |
| Strategicpoint Securities | Providence | RI | 05/2010 | 09/2017 |
| Strategicpoint Investment Advisors | Providence | RI | 04/2018 | 05/2023 |
| Strategicpoint Investment Advisors | Providence | RI | 05/2023 | Present |
Richard J. Anzelone, JD, CRPC, has been a licensed insurance agent in an investment-related business located in Providence, RI, since April 2005. He sells annuities, life insurance, and various other insurance products and spends approximately 0-5 hours per month on this business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-07 |
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