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Joseph Everett Kolb

Wickford Wealth Management, LLC

North Kingstown, RI

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Current Employers
Wickford Wealth Management, Llc

16 West Main Street, North Kingstown, RI 02852 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2019-06-28
RI RA APPROVED 2012-09-12
  • MA RA
    APPROVED
    Since 2019-06-28
  • RI RA
    APPROVED
    Since 2012-09-12

Branch Locations

16 West Main Street, North Kingstown, RI 02852 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Strategicpoint Investment Advisors Providence RI 03/2008 Present
Wickford Wealth Management, Llc (Formerly Kolb & Company, Llc) Providence RI 09/2012 Present
  • 03/2008 → Present
    Strategicpoint Investment Advisors
    Providence, RI
  • 09/2012 → Present
    Wickford Wealth Management, Llc (Formerly Kolb & Company, Llc)
    Providence, RI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-08-28
  • S65 Uniform Investment Adviser Law Examination
    2008-08-28
Designations

View on SEC IAPD

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Other Offices

COMMONWEALTH FINANCIAL NETWORK · North Kingstown, RI
VERITAS WEALTH MANAGEMENT · NORTH KINGSTOWN, RI
AMERIPRISE FINANCIAL SERVICES, LLC · NORTH KINGSTOWN, RI
CITIZENS SECURITIES, INC. · NORTH KINGSTOWN, RI
TRUEFOCUS FINANCIAL PARTNERS · NORTH KINGSTOWN, RI
EDWARD JONES · North Kingstown, RI
CORNERSTONE FINANCIAL MANAGEMENT LLC · North Kingstown, RI
EDWARD JONES · EAST GREENWICH, RI

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