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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-08-24 |
| RI | RA | APPROVED | 2026-05-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrity Advisory Solutions | Warwick | RI | 05/2026 | Present |
| Spectra Systems Corporation | Providence | RI | 01/2009 | Present |
| Narragansett Wealth Management Llc | Warwick | RI | 03/2026 | Present |
1. SPECTRA SYSTEMS CORPORATION; Investment Related-No; 40 WESTMINSTER ST. 2NDFL PROVIDENCE, RI 02903; Spectra Systems provides security technology that includes software and advanced material for use in banknotes, product authentication, and gaming; Employee; Start Date 01/01/2009; 160 hours per month; 120 hours per month during trading hours; My duties are the Mechanical Design of mechanical-electrical, optical sensors as needed for business activities. The scope of the work includes 3D modeling, documentation, implementation, troubleshooting, failure analysis, and prototyping. 2. Narragansett Wealth Management LLC; Investment Related - Yes; 2348 Post Road Suite 5, Warwick, RI 02886; Narragansett Wealth Management LLC was created for the purpose of doing business as an Investment Advisor Representative; Owner; Start Date 4/23/2026; 80 hours per month; 80 hours per month during trading hours; Provide personalized investment advice, build and monitor custom portfolios based on client goals and risk tolerance. The duties also include client education to help investors understand their assets and make informed decisions. 3. American Academy of Wealth; Investment Related- Yes; 2348 Post Road Suite 5, Warwick, RI 02886; AAW provides training and material for a step by step program for processing and onboarding clients through the referrals of a law firm; Affiliated Member of Organization; Start Date 2/21/2026; 40 hours per month; 20 hours during trading hours; Membership duties require keeping up to date with the latest educational material and continuing education as required. Those activates would be bootcamps twice a year, zoom conference calls on a regular basis.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-11 |
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