James Joseph Beaulieu

Current Employers

Employment History

• 11/2008 → 11/2018
  Jhfn Sii
  Warwick, RI
• 04/1992 → 09/2018
  The Meriden Group Inc
  Newport, RI
• 06/1986 → 09/2018
  Rjj Deli Inc Dba The Wharf Pub & Restaurant
  Newport, RI
• 11/2018 → Present
  Osaic Wealth, Inc.
  Warwick, RI

Previous Registrations

• 2010-08-24 → 2018-11-02
  Signator Investors, Inc.
  Warwick, RI

Other Businesses

1. INSURANCE POSITION: Agent NATURE: Sole Proprietorship - Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/18/2009 ADDRESS: 935 Jefferson Blvd, Suite 2000, Warwick RI 02886, United States DESCRIPTION: Insurance Sales 2. JAMES J. BEAULIEU, EXECUTOR POSITION: Executor NATURE: Individual - Sole Proprietorship (no compensation is expected) INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 11/26/2025 ADDRESS: 41 Westford Avenue, Warwick RI 02889, United States DESCRIPTION: Executor of my mother's will during a small estate probate process in the city of Warwick, RI. My mother died in 2017without assets and no probate was needed. A small ($2,500 death benefit) life policy for my father was recently discovered naming my mother as "primary beneficiary". Since my mother was alive at the time of my father's death, a probate estate must be opened. I was named as executor in my mother's will. As such, I intend to file and process the probate as executor. The process could take several months to complete. After the conclusion of the probate estate, I will be discharged as executor and will update my OBA at that time.

Exams

• S66 Uniform Combined State Law Examination
  2010-03-16