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28 Cedar Swamp Road Suite One, Smithfield, RI 02917 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-11-10 |
| RI | RA | APPROVED | 2013-01-23 |
Branch Locations
28 Cedar Swamp Road Suite One, Smithfield, RI 02917 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Management Resources, Inc. | Smithfield | RI | 01/2013 | Present |
(1.) NAME OF OBA: FREELANCE INVESTMENT AND NON-INVESTMENT COMMERCIAL WRITING; ADDRESS OF OBA: WEST KINGSTON, RI 02892; NATURE: AUTHOR; INVESTMENT RELATED: NO; TITLE WITH OBA: WRITER; DUTIES: WRITING PERSONAL FINANCE ARTICLES FOR LOCAL NEWSPAPER AND MEDIA; START DATE: 01/01/2013; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1; (2.) NAME OF OBA: YOGA TEACHER; ADDRESS OF OBA: VARIOUS RI YOGA STUDIOS; NATURE: TEACHING; INVESTMENT RELATED: NO; TITLE WITH OBA: YOGA INSTRUCTOR; DUTIES: LEAD YOGA CLASSES/PROVIDE INSTRUCTION; START DATE: 11/1/2022; APPROX. NUMBER OF HOURS/MONTH: 8; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (3.) NAME OF OBA: KEVIN WORTHLEY; ADDRESS OF OBA: WEST KINGSTON, RI 02892; NATURE: WRITING COACH TO NEW FICTION AUTHORS; INVESTMENT RELATED: NO; TITLE WITH OBA: WRITING COACH; DUTIES: COACHING NEW FICTION WRITERS ON THEIR WRITING SKILLS; START DATE: 11/18/2024; APPROX. NUMBER OF HOURS/MONTH: 4; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; 4. NAME OF OBA: TREASURER FOR WRITER'S CLUB; ADDRESS OF OBA: WEST KINGSTON, RI 02892; NATURE: TREASURER FOR WRITER'S CLUB; INVESTMENT RELATED: NO; TITLE WITH OBA: TREASURER; DUTIES: TREASURER FOR WRITER/EDITOR GROUP; START DATE: 06/30/2026; APPROX. NUMBER OF HOURS/MONTH: 2; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-01-24 |
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