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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-12-02 |
| FL | RA | APPROVED | 2024-08-23 |
| NH | RA | APPROVED | 2024-08-23 |
| RI | RA | APPROVED | 2024-08-23 |
| SD | RA | APPROVED | 2024-08-23 |
Branch Locations
1020 Park Avenue Suite 214, Cranston, RI 02910 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Travelers | Providence | RI | 04/1992 | Present |
| Brown Financial Group | East Providence | RI | 07/1999 | Present |
| Triad Advisors, Inc. | Norcross | GA | 05/2006 | 08/2024 |
| Osaic Wealth, Inc. | Cranston | RI | 08/2024 | Present |
1. INSURANCE SALES (ASH BROKERAGE); NOT INVESTMENT RELATED; FORT WAYNE, IN; INSURANCE/FIXED ANNUITIES; REPRESENTATIVE; VARIOUS - APPOINTED WITH MULTIPLE CARRIERS; 1HR/MO; 0HR/DAY; COMMISSION ON SALES; INSURANCE & FIXED ANNUITY SALES 2)ANDREA M. RITCH;NOT INVESTMENT RELATED;1020 PARK AVE,STE. 214,CRANSTON,RI 02910;INSURANCE,FIXED ANNUITIES,FINANCIAL PLANNING & INVESTMENT ADVISORY SERVICES;OWNER;9/2008;160 HRS/MONTH;6.5 HRS DURING TRADING;FINANCIAL PLANNING & INVESTMENT ADVISORY SERVICES 2. ANDREA M. RITCH POSITION: OWNER NATURE: INSURANCE,FIXED ANNUITIES INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2008 ADDRESS: 1020 PARK AVE, STE. 214, CRANSTON RI 02910, United States DESCRIPTION: FINANCIAL PLANNING & INVESTMENT ADVISORY SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-18 |
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