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Current Employers
Kintra Wealth, Llc

1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2026-03-17
  • RI RA
    APPROVED
    Since 2026-03-17

Branch Locations

600 Putnam Pike, Suite 4, Greenville, RI 02828 • United States

1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • 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
Loring Advisory Group Greenville RI 08/2010 01/2019
Commonwealth Financial Network Waltham MA 07/2011 01/2019
Loring Advisory Group Greenville RI 01/2019 03/2026
Commonwealth Financial Network Waltham MA 01/2019 03/2026
Mutual Securities, Inc. Camarillo CA 03/2026 Present
Kintra Wealth Williamsport PA 01/2026 Present
  • 08/2010 → 01/2019
    Loring Advisory Group
    Greenville, RI
  • 07/2011 → 01/2019
    Waltham, MA
  • 01/2019 → 03/2026
    Loring Advisory Group
    Greenville, RI
  • 01/2019 → 03/2026
    Waltham, MA
  • 03/2026 → Present
    Mutual Securities, Inc.
    Camarillo, CA
  • 01/2026 → Present
    Kintra Wealth
    Williamsport, PA
Previous Registrations
Other Businesses

1. Kintra Wealth, LLC., Start Date: 01/12/2026, 1000 Commerce Park Dr., Ste. 416, Williamsport, PA 17701, LLC, RIA, Financial Advisor, Comprehensive Financial Planning, Retirement Planning, and Asset Management, Investment Related, 160 Hours per month, 8 Hours per day during trading hours. 2. Loring Financial Planning & Investments, Start Date: 01/01/2024, 600 Putnam Pike, Ste. 4, Greenville, RI 02828, S Corp, S Corp, Partner, Director, Treasurer, Owner, Loring Financial Planning & Investments, a private entity established to facilitate Securities, Advisory, and Insurance business as of 1/1/24, Investment Related, 160 Hours per month, 8 Hours per day during trading hours. 3. Mutual Securities, Inc., Start Date: 03/04/2026, 600 Putnam Pike, Ste. 4, Greenville, RI 02828, LLC, Registered Representative, Investment Related, 10 Hours per month during trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-08-23
  • S63 Uniform Securities Agent State Law Examination
    2011-08-23
Designations
Other Names
  • Crystal Leigh Masterson
  • Crystal Wild

View on SEC IAPD

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