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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
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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2014 | 11/2024 |
| Commonwealth Financial Network | Waltham | MA | 11/2024 | 03/2026 |
| Loring Advisory Group | Bowling Green | KY | 11/2024 | 03/2026 |
| Mutual Securities, Inc. | Camarillo | CA | 03/2026 | Present |
| Kintra Wealth | Greenville | RI | 03/2026 | Present |
1. Kintra Wealth, Start Date: 03/04/2026, 600 Putnam Pike, Ste. 4, Greenville, RI 02828, RIA, Investment Management, Financial Advisor, Advising Clients, Financial Planning, Investment Related, 160 Hours per month, 8 Hours per day during trading hours. 2. 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-28 |
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