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294 West Exchange Street, Providence, RI 02903-1004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-12-09 |
| RI | RA | APPROVED | 2009-06-08 |
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 |
|---|---|---|---|---|
| Strategic Point Securities, Llc | Providence | RI | 10/2002 | 09/2017 |
| Strategicpoint Investment Advisors | Providence | RI | 09/2013 | 04/2018 |
| Strategicpoint Investment Advisors | Providence | RI | 04/2018 | 05/2023 |
| Strategicpoint Investment Advisors | Providence | RI | 03/2022 | Present |
| Strategicpoint Investment Advisors | Providence | RI | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-12-19 |
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