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35 Dyer Street, Portsmouth, RI 02871 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2018-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Portsmouth | RI | 01/2002 | 07/2018 |
| Wealthcare Investment Partners, Llc | Smithfield | RI | 06/2018 | Present |
| Private Client Services, Llc | Portsmouth | RI | 07/2018 | Present |
WEALTHCARE INVESTMENT PARTNERS. 35 DYER STREET, PORTSMOUTH, RI 02871. PROVIDE ADVISORY SERVICES USING TD AMERITRADE AS OUR CUSTODIAN. FINANCIAL ADVISOR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-02 |
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