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57 Maple Ave Suite 104, Barrington, RI 02806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-11-26 |
| RI | RA | APPROVED | 2024-09-18 |
Branch Locations
57 Maple Ave Suite 104, Barrington, RI 02806 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fleapost, Inc. | Boston | MA | 08/2001 | Present |
| Summit Brokerage Services Inc | Warren | RI | 04/2014 | 09/2019 |
| Summit Financial Group | Warren | RI | 04/2014 | 05/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 09/2019 | 09/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 05/2021 | 09/2024 |
| The Quiet Keeper Llc | East Providence | RI | 12/2023 | Present |
| Jamiel Financial Advisors, Llc | East Providence | RI | 07/2003 | Present |
| Jamiel Financial Advisors, Llc Dba Income Associates | East Providence | RI | 09/2024 | Present |
| Independent Insurance Agent | East Providence | RI | 08/2003 | Present |
| Qoz, Llc | East Providence | RI | 11/2018 | Present |
FLEAPOST INC; SINCE 07/15/2001; EAST PROVIDENCE, RI; PRESIDENT; NO DUTIES; 0 HOURS SPENT ON ACTIVITY PER MONTH QOZ LLC; INVESTMENT RELATED; SAME AS REGISTERED BRANCH; I am sole member of this LLC with limitation it will be used solely to invest in the Industrious Spirit Co. through the IRS Qualified Opportunity Zone classification. Compliance has previously approved this private securities transaction in the Industrious Spirit Co. This LLC will be the vehicle for my investment therein; PRESIDENT; 11/16/2018; APPX 1 HOUR/MONTH; APPX 0 HOURS/MONTH DURING TRADING; Sole member. Exclusively to invest in the Industrious Spirit Co. No duties other than administrative at the Town , State and Federal level for filing business licenses and tax returns. This LLC is only an Investment Holding entity. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: EAST PROVIDENCE, RI; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 8/2003; APX NUMBER OF HOURS PER WEEK: 12; APX NUMBER OF HOURS DURING TRADING HOURS: 12; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS HEALTH; NAME OF OTHER BUSINESS: QUIET KEEPER; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SALES/SERVICE/CONSULTATION; START DATE: 12/2023; POSITION/TITLE/RELATIONSHIP: OWNER/OPERATOR; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: SALES, SERVICE, BOOKKEEPING, PAYROLL ADMINISTRATION;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-16 |
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