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Bentley Wealth Advisors, LLC CRD 293311
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
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 |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-27 |
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