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34 Hemingway Drive, East Providence, RI 02915 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2012-11-06 |
| MA | RA | APPROVED | 2012-11-01 |
| RI | RA | APPROVED | 2005-03-10 |
Branch Locations
34 Hemingway Drive, East Providence, RI 02915 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Chip Financial Advisors Llp | East Providence | RI | 08/2003 | Present |
| Triad Advisors, Inc. | Norcross | GA | 08/2005 | 08/2024 |
| Osaic Wealth, Inc. | East Providence | RI | 08/2024 | Present |
1. BLUECHIP FINANCIAL ADVISORS POSITION: IAR NATURE: BlueChip Financial is an LLC, and registered as an Registered Investment Advisory firm. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 09/01/2003 ADDRESS: 34 Hemingway Drive, East Providence RI 02915, United States DESCRIPTION: Portfolio management 2. MICHAEL MORETTI INSURANCE POSITION: Life Insurance Sales NATURE: Sole proprietorship - insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2003 ADDRESS: 34 Hemingway Drive, East Providence RI 02915, United States DESCRIPTION: Life Insurance Sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-02 |
| S65 | Uniform Investment Adviser Law Examination | 2002-05-28 |
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