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1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-08-23 |
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