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1300 Division Road Suite 203, West Warwick, RI 02893 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-12-19 |
| TX | RA | APPROVED | 2025-12-19 |
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 |
|---|---|---|---|---|
| Fairfield University | Fairfield | CT | 09/2021 | 05/2025 |
| Trio (Newport Restaurant Group) | Narragansett | RI | 06/2019 | 09/2019 |
| South Kingston High School | South Kingston | RI | 10/2018 | 06/2021 |
| The Dunes Club | Narragansett | RI | 06/2017 | 09/2018 |
| Ryan Designs Llc | West Warwick | RI | 07/2020 | 06/2025 |
| Capital Wealth Management, Llc | West Warwick | RI | 07/2025 | Present |
| Curtis Corner Middle School | Wakefield | RI | 09/2015 | 07/2017 |
NAME OF OBA: RYAN DESIGNS LLC; ADDRESS OF OBA: WEST WARWICK, RI 02893; NATURE: PART TIME; INVESTMENT RELATED: NO; TITLE WITH OBA: ELECTRICAL SUPERVISOR; DUTIES: SET UP LIGHTING AND DECOR FOR WEDDINGS; START DATE: 07/01/2025; APPROX. NUMBER OF HOURS/MONTH: 4; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 4.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-14 |
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