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294 West Exchange Street, Providence, RI 02903-1004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2018-09-24 |
Branch Locations
294 West Exchange Street, Providence, RI 02903-1004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Boston | MA | 09/2016 | 02/2018 |
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | Wellesley Hills | MA | 04/2016 | 09/2016 |
| Strategicpoint Investment Advisors | Providence | RI | 02/2018 | 12/2019 |
| Strategicpoint Investment Advisors | Providence | RI | 12/2019 | 04/2023 |
| Strategicpoint Investment Advisors | Providence | RI | 04/2023 | Present |
| Strategicpoint Investment Advisors | Providence | RI | 04/2023 | Present |
Kristina Mello, MBA, has been a licensed insurance agent in an investment-related business located in Providence, RI, since March 2019. She sells annuities, life insurance, and various other insurance products and spends approximately 0-5 hours per month on this business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-24 |
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