Best Investors
Account
Sign in
Best Investors
Account
Sign in
117 Metro Center Boulevard Suite 3000, Warwick, RI 02886 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2021-12-03 |
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 | 09/2005 | Present |
| Bentley Wealth Advisors, Llc | Warwick | RI | 11/2021 | Present |
DISANTO, PRIEST & CO, NON INVESTMENT RELATED, 117 METRO CENTER BOULEVARD, SUITE 3000, WARWICK, RHODE ISLAND 02886, TAX ACCOUNTANT, AS OF 09/2005, APPROXIMATLEY 160 HOURS DEDICATED PER MONTH ALL OF WHICH ARE DURING SECURITIES TRADING HOURS. DUTIES INCLUDE ATTEST AND TAX WORK AS WELL AS NON-TRADITIONAL (FORENSIC, LITIGATION SUPPORT, AGREED UPON PROCEDURES, ETC.).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-22 |
Reach out to this advisor