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1300 Division Road Suite 203, West Warwick, RI 02893 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-03-12 |
| TX | RA | APPROVED | 2026-03-12 |
Branch Locations
1300 Division Road Suite 203, West Warwick, RI 02893 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Wealth Management, Llc | West Warwick | RI | 04/2025 | Present |
| Electro Standards Laboratories | Cranston | RI | 11/2024 | 04/2025 |
| Leo'S Pizza | Narragansett | RI | 08/2024 | 11/2024 |
| Electro Standars Laboratories | Cranston | RI | 05/2024 | 08/2024 |
| Depetrillo'S Pizza | Smithfield | RI | 06/2024 | 08/2024 |
| Two Ten Oyster Bar & Grill | South Kingstown | RI | 05/2024 | 06/2024 |
| Maccoll Ymca | Lincoln | RI | 06/2023 | 05/2024 |
| University Of Rhode Island | Kingston | RI | 11/2022 | 06/2023 |
| Fresco Restaurant | East Greenwich | RI | 08/2022 | 11/2022 |
| Maccoll Ymca | Lincoln | RI | 06/2022 | 08/2022 |
| Depetrillo'S Pizza | Smithfield | RI | 09/2021 | 05/2022 |
| Maccoll Ymca | Lincoln | RI | 06/2021 | 08/2021 |
| Dave'S Fresh Marketplace | Smithfield | RI | 09/2018 | 04/2021 |
| Smithfield High School | Smithfield | RI | 02/2016 | 09/2018 |
NAME OF OBA: LIFE INSURANCE AGENT/PRODUCER; ADDRESS OF OBA: WEST WARWICK, RI 02893; NATURE: LICENSED INSURANCE PRODUCER; INVESTMENT RELATED: YES; TITLE WITH OBA: INSURANCE AGENT; DUTIES: LICENSED INSURANCE AGENT ENGAGED IN THE SOLICITATION AND SALE OF FIXED LIFE INSURANCE AND FIXED ANNUITY PRODUCTS; START DATE: 06/23/2026; APPROX. NUMBER OF HOURS/MONTH: 4; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-30 |
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