Best Investors
Account
Sign in
Best Investors
Account
Sign in
1300 Division Road Suite 203, West Warwick, RI 02893 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-11-19 |
| RI | RA | APPROVED | 2012-03-22 |
Branch Locations
1300 Division Road Suite 203, West Warwick, RI 02893 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Wealth Management, Llc | West Warwick | RI | 02/2012 | Present |
| Triad Advisors, Inc. | Norcross | GA | 03/2012 | 08/2024 |
| Osaic Wealth, Inc. | West Warwick | RI | 08/2024 | Present |
(1.) NAME OF OBA: CRANSTON CHRISTIAN FELLOWSHIP; ADDRESS OF OBA: CRANSTON, RI 02921; NATURE: CHURCH; INVESTMENT RELATED: NO; TITLE WITH OBA: MEMBER OF THE CHURCH FINANCE COMMITTEE; DUTIES: MEET ONE TIME PER MONTH TO REVIEW CHURCH SPENDING VS. THE ANNUAL BUDGET AND DISCUSS OTHER CHURCH INITIATIVES AND THEIR IMPACT ON THE CHURCH'S FINANCIAL POSITION; START DATE: 09/2015; APPROX. NUMBER OF HOURS/MONTH: 3; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: CAPITAL WEALTH MANAGEMENT, INC; ADDRESS OF OBA: WEST WARWICK, RI 02893; NATURE: S-CORP HOLDING COMPANY FOR CAPITAL WEALTH MANAGEMENT, LLC; INVESTMENT RELATED: YES; TITLE WITH OBA: OWNER; DUTIES: HOLDING COMPANY FOR CAPITAL WEALTH MANAGEMENT, LLC; START DATE: 01/01/2017; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-01-10 |
| S65 | Uniform Investment Adviser Law Examination | 2011-12-21 |
Reach out to this advisor