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294 West Exchange Street, Providence, RI 02903-1004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2015-04-30 |
Branch Locations
294 West Exchange Street, Providence, RI 02903-1004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategicpoint Investment Advisors | Providence | RI | 08/2011 | 12/2019 |
| Strategicpoint Investment Advisors | Providence | RI | 12/2019 | Present |
Tara Budlong has been a licensed insurance agent in an investment-related business located in Providence, RI, since May 2012. She sells annuities, life insurance, and various other insurance products and spends approximately 0-5 hours per month on this business. The name of the other business: Door Dash The business is not investment-related. The address of the other business: 13 Ellis Street, Seekonk, MA 02771 United States. The nature of the other business: Food Delivery. Position, title, or relationship: Delivery Driver. The start date of your relationship: 2/5/2025. The approximate number of hours/month you devote to the other business: 20 hours per month. The number of hours you devote to the other business during securities trading hours: zero. Briefly describe your duties relating to the other business: Delivery of food during night time hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-06 |
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