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35 Dyer Street, Portsmouth, RI 02871 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2022-12-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthcare Investment Partners Llc | Portsmouth | RI | 05/2022 | Present |
| Tiverton School System | Tiverton | RI | 09/2012 | Present |
| Private Client Services | Portsmouth | RI | 09/2022 | Present |
1) Wealth Care Investment Partners. 35 Dyer Street, Portsmouth, RI 02878. RIA. Operations/client service associate. 160 hrs/mo; 140 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-13 |
| S66 | Uniform Combined State Law Examination | 2022-12-17 |
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