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Current Employers
Whalerock Point Partners, Llc

319 Clematis Street Suite 610, West Palm Beach, FL 33401 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2020-06-06
  • RI RA
    APPROVED
    Since 2020-06-06

Branch Locations

319 Clematis Street Suite 610, West Palm Beach, FL 33401 • 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
Whalerock Point Partners, Llc Providence RI 03/2019 Present
Avvio Ristorante Cranston RI 11/2019 Present
East Island Reserve Hotel Middletown RI 01/2018 03/2019
The Smokehouse Cafe Newport RI 05/2017 10/2019
Newport Vineyards Middletown RI 11/2016 01/2018
The Mooring Restaurant Newport RI 04/2015 01/2018
  • 03/2019 → Present
    Providence, RI
  • 11/2019 → Present
    Avvio Ristorante
    Cranston, RI
  • 01/2018 → 03/2019
    East Island Reserve Hotel
    Middletown, RI
  • 05/2017 → 10/2019
    The Smokehouse Cafe
    Newport, RI
  • 11/2016 → 01/2018
    Newport Vineyards
    Middletown, RI
  • 04/2015 → 01/2018
    The Mooring Restaurant
    Newport, RI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-06
  • S65 Uniform Investment Adviser Law Examination
    2020-06-06

View on SEC IAPD

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