Best Investors Account Sign in
Claim This Profile
Current Employers
Capital Wealth Management, Llc

1300 Division Road Suite 203, West Warwick, RI 02893 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2023-04-07
TX RA APPROVED 2023-04-07
  • RI RA
    APPROVED
    Since 2023-04-07
  • TX RA
    APPROVED
    Since 2023-04-07

Branch Locations

1300 Division Road Suite 203, West Warwick, RI 02893 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mass Mutual Life Insurance Company Warwick RI 07/2019 03/2023
Mml Investors Services, Llc Warwick RI 08/2019 03/2023
High Point University High Point NC 08/2015 10/2019
Barnum Financial Group Warwick RI 08/2019 03/2023
Capital Wealth Management, Llc West Warwick RI 03/2023 Present
Triad Advisors Norcross GA 04/2023 08/2024
Osaic Wealth, Inc. West Warwick RI 08/2024 Present
General Dynamics Electric Boat Groton CT 05/2018 01/2019
State Of Rhode Island South Kingstown RI 06/2012 08/2017
  • 07/2019 → 03/2023
    Mass Mutual Life Insurance Company
    Warwick, RI
  • 08/2019 → 03/2023
    Warwick, RI
  • 08/2015 → 10/2019
    High Point University
    High Point, NC
  • 08/2019 → 03/2023
    Barnum Financial Group
    Warwick, RI
  • 03/2023 → Present
    West Warwick, RI
  • 04/2023 → 08/2024
    Triad Advisors
    Norcross, GA
  • 08/2024 → Present
    Osaic Wealth, Inc.
    West Warwick, RI
  • 05/2018 → 01/2019
    General Dynamics Electric Boat
    Groton, CT
  • 06/2012 → 08/2017
    State Of Rhode Island
    South Kingstown, RI
Previous Registrations
Other Businesses

NAME OF OBA: INSURANCE; ADDRESS OF OBA: WEST WARWICK, RI 02893; NATURE: CONDUCT INSURANCE WICH IS OUT OF THE REGISTERED BRANCH OFFICE; INVESTMENT RELATED: YES; TITLE WITH OBA: AGENT; DUTIES: SELL INSURANCE / ANNUITY PRODUCTS; START DATE: 05/01/2023; APPROX. NUMBER OF HOURS/MONTH: 2; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 2

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-14
S63 Uniform Securities Agent State Law Examination 2019-11-26
  • S65 Uniform Investment Adviser Law Examination
    2020-08-14
  • S63 Uniform Securities Agent State Law Examination
    2019-11-26
Other Names
  • Jameson Duckworth

View on SEC IAPD

More in West Warwick, RI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor