David Paul Disanto

Current Employers

Employment History

• 01/2017 → 06/2018
  1St Global Advisors, Inc.
  Warwick, RI
• 01/2017 → 06/2018
  1St Global Insurance Services, Inc.
  Warwick, RI
• 01/2023 → Present
  Disanto Consulting, Inc.
  Warwick, RI
• 05/2003 → Present
  Bentley Wealth Advisors, Llc
  Warwick, RI
• 02/2002 → 07/2021
  The Bentley Group, Llc
  Providence, RI
• 01/2003 → 12/2022
  Disanto, Priest & Co.
  Warwick, RI

Previous Registrations

• 2018-06-12 → 2018-12-31
  Bentley Wealth Advisors, Llc
  Warwick, RI
• 2017-01-04 → 2018-06-12
  1St Global Advisors Inc
  Warwick, RI
• 1999-02-02 → 2012-05-03
  Creative Resources Investment Advisors Llc
  Warwick, RI
• 2003-06-25 → 2011-01-04
  Bentley Wealth Advisors, Llc
  Warwick, RI

Other Businesses

1) S. ILIT POSITION: Trustee for ILIT NATURE: Insurance Trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/15/1992 ADDRESS: Warwick RI 02886, United States DESCRIPTION: Trust 2) M.W.B. IRREV TRUST POSITION: Co-Trustee-Cannot make decisions on my own NATURE: Trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/28/2012 ADDRESS: , Warwick RI 02886, United States DESCRIPTION: Co-Trustee; requires two signatures to effect business 3) A.R.B. IRREV TRUST POSITION: Co-Trustee-Cannot make decisions on my own NATURE: Trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/28/2012 ADDRESS: Warwick RI 02886, United States DESCRIPTION: Co-Trustee; requires two signatures to effect business 4) J.R. ILIT POSITION: Trustee for ILIT NATURE: Insurance Trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/29/2012 ADDRESS: Warwick RI 02886, United States DESCRIPTION: Trust 5) G.P. ILIT POSITION: Trustee for ILIT NATURE: Insurance Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/23/2009 ADDRESS: , Warwick RI 02886, United States DESCRIPTION: Trust 6) MONETA INVESTORS, INC POSITION: MEMBER NATURE: Consulting INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/06/2011 ADDRESS: Warwick RI 02886, United States DESCRIPTION: Consulting 7) DAVID P. DISANTO POSITION: Sole Proprietor NATURE: Consulting INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2003 ADDRESS: Warwick RI 02886, United States DESCRIPTION: The schedule C includes all non-traditional income from the accounting firm relating to special consulting projects as well as board fees. 8) DISANTO CONSULTING, INC. POSITION: Owner NATURE: Accounting and bookkeeping services INVESTMENT RELATED: No START DATE: 01/2023 ADDRESS; Greenville, RI 02828

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-26

Designations