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117 Metro Center Boulevard Suite 3000, Warwick, RI 02886 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2022-01-06 |
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 |
|---|---|---|---|---|
| Disanto Priest & Co. | Warwick | RI | 01/2012 | Present |
| Bentley Wealth Advisors, Llc | Warwick | RI | 11/2021 | Present |
1) DPREALTY, LLC 117 METRO CENTER BOULEVARD WARWICK, RI 02886 NON-INVESTMENT RELATED REAL ESTATE HOLDING COMPANY WHICH OWNS A COMMERCIAL CONDO UNIT. PARTNER 2008 TO PRESENT DEVOTES NO HOURS TO BUSINESS. 2) DISANTO PRIEST & CO 117 METRO CENTER BOULEVARD WARWICK, RI 02886 NON-INVESTMENT RELATED ACCOUNTING FIRM MANAGING PARTNER / CPA JANUARY 2012 TO PRESENT DEVOTES APPROXIMATELY 190 HOURS PER MONTH TO THIS POSITION. 3) MONETA INVESTORS, INC. 117 METRO CENTER BLVD. WARWICK, RI 02886 NON-INVESTMENT RELATED HOLDING COMPANY FOR BWA, LLC SHAREHOLDER JANUARY 2011 TO PRESENT DEVOTES NO HOURS TO THIS BUSINESS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-06 |
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