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28 Cedar Swamp Road Suite One, Smithfield, RI 02917 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-31 |
| RI | RA | APPROVED | 1996-04-18 |
Branch Locations
28 Cedar Swamp Road Suite One, Smithfield, RI 02917 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Management Resources, Inc. | Smithfield | RI | 01/1995 | Present |
| Wealth Management Realty Partners, Llc | Smithfield | RI | 03/2002 | 10/2020 |
(1.) NAME OF OBA: INSURANCE; ADDRESS OF OBA: SMITHFIELD, RI; NATURE: CONDUCTS SALES OF INSURANCE PRODUCTS; INVESTMENT RELATED: YES; TITLE WITH OBA: LICENSED LIFE AND HEALTH INSURANCE AGENT; DUTIES: SALE OF INSURANCE PRODUCTS; START DATE: 01/1994; APPROX. NUMBER OF HOURS/MONTH: 1: APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: PARTNERSHIP TO REDUCE CANCER IN RI; ADDRESS OF OBA: PROVIDENCE, RI NATURE: WORKS TO BRING GAPS IN HEALTH CARE SYSTEM BY BRINGING TOGETHER VARIOUS PROFESSIONALS TO REDUCE BURDEN OF CANCER IN RI; INVESTMENT RELATED: NO; TITLE WITH OBA: BOARD OF DIRECTORS MEMBER; DUTIES: ATTEND BOARD MEETINGS; START DATE: 05/01/2020; APPROX. NUMBER OF HOURS/MONTH: 4: APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 1980-08-14 |
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