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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 |
|---|---|---|---|---|
| Disanto, Priest & Co. | Warwick | RI | 10/2001 | Present |
| 1St Global Capital Corp. | Warwick | RI | 08/2016 | 06/2018 |
| 1St Global Advisors, Inc. | Warwick | RI | 08/2016 | 06/2018 |
| Bentley Wealth Advisors, Llc | Warwick | RI | 07/2018 | Present |
TRUST: THE GERVAIS FAMILY IRREVOCABLE TRUST POSITION: Trustee NATURE OF BUSINESS: Family Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/2016 ADDRESS: , Millville MA , United States DESCRIPTION: Trustee COMPANY: DiSanto, Priest & Co. LLC ADDRESS: 117 Metro Center Boulevard, Warwick RI 02886 INVESTMENT RELATED: No NATURE OF BUSINESS: Tax & Accounting Services POSITION HELD: Tax Partner START DATE: 10/2001 HOURS DEVOTED:Full-time position with the majority of devoted time occurring during securities trading hours DP REALTY; 117 METRO CENTER BLVD WARWICK, RI 02886; NON-INVESTMENT RELATED; REAL ESTATE HOLDING COMPANY WHICH OWNS A COMMERCIAL CONDO UNIT; PARTNER; SINCE 4/30/2023; 0 HRS/MONTH MONETA INVESTORS, INC.; 117 METRO CENTER BLVD WARWICK, RI 02886; NON-INVESTMENT RELATED; HOLDING COMPANY FOR BENTLEY WEALTH ADVISORS; SHAREHOLDER; SINCE 1/1/2022; 0 HRS/MONTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-19 |
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