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117 Metro Center Boulevard Suite 3000, Warwick, RI 02886 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2019-01-15 |
Branch Locations
117 Metro Center Boulevard Suite 3000, Warwick, RI 02886 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Disanto, Priest & Co. | Warwick | RI | 01/2003 | Present |
| Bentley Wealth Advisors, Llc | Warwick | RI | 04/2018 | Present |
1) DISANTO, PRIEST & CO. 117 METRO CENTER BOULEVARD WARWICK, RI 02886 ACCOUNTING FIRM NON INVESTMENT RELATED CPA, PRINCIPAL 12/1987 TAX & ACCOUNTING SERVICES, DEVOTES 80% OF HIS TIME TO THIS ACTIVITY 2) MONETA INVESTORS, LLC, SAME ADDRESS AS ABOVE, INVESTMENTS, PARTNER, LIMITED ACTIVITY, ORGANIZED 1/6/2011, TIME DEVOTED LESS THAN 5 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-21 |
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