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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-05-01 |
| RI | RA | APPROVED | 2024-02-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/2003 | 10/2018 |
| Disanto Priest & Co. | Warwick | RI | 01/2018 | 12/2023 |
| Bentley Wealth Advisors, Llc | Warwick | RI | 10/2018 | 12/2023 |
| Raymond Jamers Financial Services, Inc | Plainville | MA | 02/2024 | Present |
| Raymond Jamers Financial Services Advisors, Incc | Plainville | MA | 02/2024 | Present |
(1)Name of Business: Arthur Lambi & Associates, Inc Address: 8 Hannah Drive, Cumberland, RI, 02864, United States Activity Type: Accounting/CPA Position/Title: Officer - President Investment Related: No Start Date: 02/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Consulting (2)Name of Business: Arthur Lambi & Associates, Inc DBA Lambi Financial Group Address: 30 Man Mar Dr Ste 3, Plainville, MA, 02762-2271, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 06/30/1991 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-04-26 |
| S65 | Uniform Investment Adviser Law Examination | 2003-01-14 |
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