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34 Hemingway Drive, East Providence, RI 02915 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-30 |
| RI | RA | APPROVED | 2024-01-05 |
| MA | RA | APPROVED | 2012-10-29 |
Branch Locations
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 | 01/1998 | Present |
| Triad Advisors, Inc. | Norcross | GA | 08/2005 | 08/2024 |
| Osaic Wealth, Inc. | East Providence | RI | 08/2024 | Present |
1-INSURANCE SALES-MULTIPLE CARRIERS; NON-INVESTMENT RELATED; 34 HEMINGWAY DRIVE, EAST PROVIDENCE, RI 02915; INSURANCE SALES; PRODUCER/AGENT/BROKER; 1993; 1 HR/MONTH; <1HR/DAY; COMPENSATION-COMMISSIONS; INSURANCE SALES. 2-BLUE CHIP FINANCIAL ADVISORS; INVESTMENT RELATED; 34 HEMINGWAY DR., EAST PROVIDENCE, RI 02915; RIA; MANAGING PARTNER; 1998; 90 HRS/MONTH; 4.5 HRS/DAY; COMPENSATION-FEES; RIA REP. 3-BLUECHIP FINANCIAL ADVISORS; INVESTMENT RELATED; 34 HEMINGWAY DR., EAST PROVIDENCE, RI 02915; REGISTERED REPRESENTATIVE SINCE 1994; 40 HRS/MONTH; 2 HRS/DAY; COMPENSATION-COMMISSIONS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-13 |
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