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Current Employers
Bentley Wealth Advisors, Llc

117 Metro Center Boulevard Suite 3000, Warwick, RI 02886 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2019-01-15
  • RI RA
    APPROVED
    Since 2019-01-15

Branch Locations

117 Metro Center Boulevard Suite 3000, Warwick, RI 02886 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Bentley Group, Llc Warwick RI 02/2002 Present
Bentley Wealth Advisors, Llc Warwick RI 05/2003 Present
Disanto, Priest & Co. Warwick RI 01/2003 Present
  • 02/2002 → Present
    The Bentley Group, Llc
    Warwick, RI
  • 05/2003 → Present
    Warwick, RI
  • 01/2003 → Present
    Disanto, Priest & Co.
    Warwick, RI
Previous Registrations
Other Businesses

DISANTO, PRIEST & CO. 117 METRO CENTER BOULEVARD WARWICK, RI 02886 NON INVESTMENT RELATED CPA 2/1988 TO PRESENT TAX & ACCOUNTING SERVICES DEVOTES 80% OF HIS TIME TO THIS ACTIVITY THE BENTLEY GROUP 117 METRO CENTER BOULEVARD WARWICK, RI 02886 NON INVESTMENT RELATED PRINCIPAL 02/2002 TO PRESENT DEVOTES 0 TIME TO THIS POSITION

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-10-27
  • S65 Uniform Investment Adviser Law Examination
    1998-10-27

View on SEC IAPD

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