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1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-03-17 |
Branch Locations
1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • United States
600 Putnam Pike, Suite 4, Greenville, RI 02828 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2018 | 05/2021 |
| Northwestern Mutual Investment Services Llc | Washington | DC | 03/2019 | 05/2021 |
| Bodum Usa Inc | New York | NY | 10/2015 | 03/2018 |
| Student | Kingson | RI | 04/2018 | 07/2018 |
| Unemployed | Brooklyn | NY | 08/2018 | 10/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 09/2019 | 05/2021 |
| Lpl Financial, Llc | Annapolis | MD | 05/2021 | 11/2022 |
| Corrigan Financial, Inc. | Middletown | RI | 11/2022 | 01/2024 |
| Loring Advisory Group | Greenville | RI | 01/2024 | 03/2026 |
| Commonwealth Financial Network | Waltham | MA | 01/2024 | 03/2026 |
| Kintra Wealth | Greenville | RI | 03/2026 | Present |
| Mutual Securities, Inc. | Camarillo | CA | 03/2026 | Present |
1. Kintra Wealth, LLC., Start Date: 03/05/2025, 600 Putnam Pike, Ste. 4, Greenville, RI 02828, LLC, RIA, Financial Advisor, Wealth Management, Financial Planning, Investment Management, Tax Planning, Investment Related, 173 Hours per month, 8 Hours per day during trading hours. 2. Mutual Securities, Inc., Start Date: 03/04/2026, 600 Putnam Pike, Ste. 4, Greenville, RI 02828, LLC, Registered Representative, Investment Related, 10 Hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-15 |
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