Lori Jean Conaty

Current Employers

Ocean View Advisors, Llc

1350 Division Road, Suite 305, West Warwick, RI 02893 • United States

Current Registrations

Authority	Category	Status	Date
RI	RA	APP_PEND_IARCE	2026-01-01

RI RA
APP_PEND_IARCE

Since 2026-01-01

Branch Locations

1350 Division Road, Suite 305, West Warwick, RI 02893 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Bentley Wealth Advisors, Llc	Warwick	RI	01/2008	08/2018
Disanto Priest & Co.	Warwick	RI	01/2007	08/2018
Gilligan & Bianco, Llc	West Warwick	RI	08/2018	Present
Ocean View Advisors, Llc	West Warwick	RI	11/2018	Present

01/2008 → 08/2018

Bentley Wealth Advisors, Llc

Warwick, RI
01/2007 → 08/2018

Disanto Priest & Co.

Warwick, RI
08/2018 → Present

Gilligan & Bianco, Llc

West Warwick, RI
11/2018 → Present

Ocean View Advisors, Llc

West Warwick, RI

Previous Registrations

2018-05-21 → 2018-09-07

Bentley Wealth Advisors, Llc

Warwick, RI
2000-04-10 → 2011-09-22

Creative Resources Investment Advisors Llc

Warwick, RI
2008-02-20 → 2011-01-04

Bentley Wealth Advisors, Llc

Warwick, RI

Other Businesses

GILLIGAN & BIANCO, LLC 1350 DIVISION ROAD, SUITE 350 WEST WARWICK, RI 02893 ACCOUNTING FIRM NON-INVESTMENT RELATED PRINCIPAL/CPA AUGUST 2018 TO PRESENT MS. CONATY DEVOTES APPROXIMATELY 160 HOURS PER MONTH (MORE DURING TAX SEASON), THE MAJORITY OF WHICH ARE DURING SECURITIES TRADING HOURS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-12-15

S65 Uniform Investment Adviser Law Examination

1999-12-15

Designations

Other Names

Lori J. Mello
Lori Jean Conaty
Lori J. Conaty

View on SEC IAPD