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185 Asylum Street City Place Ii, 11Th Floor, Hartford, CT 06103-3402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-20 |
| MA | RA | APPROVED | 2025-06-18 |
| FL | RA | APPROVED | 2025-06-05 |
| CA | RA | APPROVED | 2025-05-23 |
| CT | RA | APPROVED | 2025-05-23 |
| RI | RA | APPROVED | 2025-05-23 |
Branch Locations
90 Beach Street, Westerly, RI 02891 • United States
185 Asylum Street City Place Ii, 11Th Floor, Hartford, CT 06103-3402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| People'S Securities, Inc. | Bridgeport | CT | 08/2014 | 02/2018 |
| Napatree Capital Llc | Providence | RI | 02/2018 | Present |
1. NAME OF BUSINESS: MERCHANTS VILLAGE, LLC INVESTMENT RELATED: NO LOCATION: 25 CLARK STREET, WESTERLY, RI 02891 INDUSTRY: REAL ESTATE POSITION: MANAGING MEMBER START DATE: 03/02/2021 HOURS: 1 2. NAME OF BUSINESS: OCEAN COMMUNITY YMCA INVESTMENT RELATED: NO LOCATION: 90 HIGH STREET, WESTERLY, RI 02891 INDUSTRY: CHARITABLE ORGANIZATION POSITION: BOARD MEMBER & CHIEF VOLUNTEER OFFICER START DATE: 04/15/2019 HOURS: 4 3. NAME OF BUSINESS: 90 BEACH LLC INVESTMENT RELATED: NO LOCATION: 90 BEACH STREET, WESTERLY, RI 02891 INDUSTRY: REAL ESTATE POSITION: MANAGING MEMBER START DATE: 08/01/2022 HOURS: 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-25 |
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