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34 Hemingway Drive, East Providence, RI 02915 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2000-06-22 |
Branch Locations
34 Hemingway Drive, East Providence, RI 02915 • United States
34 Hemingway Drive, East Providence, RI 02915 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Chip Financial Advisors, Llp | East Providence | RI | 10/2000 | Present |
| Triad Advisors, Inc. | Norcross | GA | 08/2005 | 08/2024 |
| Osaic Wealth, Inc. | East Providence | RI | 08/2024 | Present |
1. WD & ASSOCIATES A DIVISION OF PATRIOT GROWTH INSURANCE SERVICES LLC; NOT INVESTMENT RELATED; 34 HEMINGWAY DR; HEALTH, DENTIAL, & LIFE INSURANCE; EMPLOYEE/SHAREHOLDER SINCE 2022; 160 HRS/MONTH; COMMISSIONS FROM INSURANCE CARRIERS; SALES 2. BLUE CHIP FINANCIAL ADVISORS; INVESTMENT RELATED; 34 HEMINGWAY DR., EAST PROVIDENCE,RI 02915; INVESTMENT ADVISOR REPRESENTATIVE (IAR) SINCE 1998; 1-2 HRS/MONTH; INTRODUCE CLIENTS TO BLUECHIP FINANCIAL ADVISORS FOR ACCOUNT MANAGEMENT 3- WD & ASSOCIATES; INVESTMENT RELATED; 34 HEMINGWAY DR., EAST PROVIDENCE, RI 02915; REGISTERED REPRESENTATIVE; 20 HRS/MONTH; COMPENSATION-COMMISSIONS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-02 |
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