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117 Metro Center Boulevard Suite 3000, Warwick, RI 02886 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2019-01-15 |
Branch Locations
117 Metro Center Boulevard Suite 3000, Warwick, RI 02886 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bentley Wealth Advisors, Llc | Warwick | RI | 07/2007 | Present |
| Disanto, Priest & Co. | Warwick | RI | 01/2003 | Present |
1) DISANTO PRIEST & CO., WARWICK, RI, NON-INVESTMENT RELATED; RETIRED PARTNER; 01/2003 TO PRESENT; CURRENTLY DEVOTES APPROXIMATELY 20 HOURS PER MONTH TO THIS BUSINESS. 2) SEGUE ADVISORY GROUP, LLC; WAKEFIELD, RI 02880; NON-INVESTMENT-RELATED; SPECIALIZED ADVISORY SERVICES; MANAGING DIRECTOR; MARCH 2020; HOURS VARY; BUSINESS VALUATION; LITIGATION SUPPORT; BUSINESS ADVISORY; SUCCESSION PLANNING; MANAGEMENT. 3) MONETA INVESTORS, INC, INVESTMENT RELATED, NON TRADITIONAL INCOME FROM ACCOUNTING FIRM, SHAREHOLDER, 2011, 10 HOURS PER MONTH, 117 Metro Center Blvd, Warwick, RI 02886. 4) JOHN J BROUGH, JR, INVESTMENT RELATED, NON TRADITIONAL INCOME FROM ACCOUNTING FIRM, SOLE PROPRIETOR, 2003, 5 HOURS PER MONTH. 5) FRANK A GESMONDI TRUST DTD 1989, INVESTMENT RELATED, ESTATE/TRUST ASSETS, TRUSTEE, 1989, 2 HOURS PER MONTH. 6) DON A DEANGELIS IRREVOCABLE TRUST, NON-INVESTMENT RELATED, IRREVOCABLE LIFE INSURANCE TRUST, TRUSTEE, 2006, 5-10 HOURS PER MONTH. 7) DAVID BAUD IRREVOCABLE TRUST, NON-INVESTMENT RELATED, IRREVOCABLE LIFE INSURANCE TRUST, TRUSTEE, 2006, 1 HOUR PER MONTH. 8) LAURIE BAUD IRREVOCABLE TRUST, NON-INVESTMENT RELATED, IRREVOCABLE LIFE INSURANCE TRUST, TRUSTEE, 2006, 1 HOUR PER MONTH. 9) UNIVERSITY OF RI COLLEGE OF BUSINESS ADVISORY COUNCIL, NON-INVESTMENT RELATED, DEAN'S ADVISORY COUNCIL, COUNCIL MEMBER, 1995, 2 HOURS PER MONTH. 10) UNIVERSITY OF RI FOUNDATION, NON-INVESTMENT RELATED, UNIVERSITY FOUNDATION, TRUSTEE, 1996, 2 HOURS PER MONTH. 11) UNIVERSITY OF RI FOUNDATION AUDIT COMMITTEE, NON-INVESTMENT RELATED, AUDIT COMMITTEE CHAIR, OCTOBER 2021 (COMMITTEE MEMBER SINCE 2008), 2-3 HOURS PER MONTH. 12) SOUTH COUNTY HEALTH PROFESSIONAL ADVISORY GROUP, NON INVESTMENT RELATED, ADVISORY GROUP, COMMITTEE MEMBER, 2010, 1 HOUR PER MONTH. 13) UNIVERSITY CLUB, PAST PRESIDENT AS OF JUNE 2025, BOARD OF DIRECTORS, LONG RANGE PLANNING AND FINANCE COMMITTEES, 2019-PRESENT, 10-15 HRS PER MONTH. 14) ABIGAIL R. CORRADO IRREVOCABLE TRUST, NON-INVESTMENT RELATED, IRREVOCABLE SPECIAL NEEDS TRUST, CO-TRUSTEE, 2018, 1 HOUR PER MONTH. 15) BROOK DEANGELIS, IRREVOCABLE TRUST, 2016, INVESTMENT RELATED, IRREVOCABLE TRUST, TRUSTEE, 2016, 1 HOUR PER MONTH. 16) SLOANE DEANGELIS IRREVOCABLE TRUST 2016, INVESTMENT RELATED, 2016, 1 HOUR PER MONTH. 17) ALICE LAURENSON LIVING TRUST, INVESTMENT RELATED, ESTATE/LIVING TRUST, CO-TRUSTEE, 2019, 1 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-21 |
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