Inactive

Casey Tenney

Datum Wealth Management

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Current Employers

Datum Wealth Management

475 Kilvert Street Building A, Suite 320, Warwick, RI 02886 • United States

Current Registrations

Authority	Category	Status	Date
RI	RA	APPROVED	2026-08-21

RI RA
APPROVED

Since 2026-08-21

Branch Locations

475 Kilvert Street Building A, Suite 320, 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

Organization	City	State	From	To
Bank Of America	Providence	RI	05/2014	09/2016
Suntrust	Atlanta	GA	09/2016	05/2018
Bank Of America	Providence	RI	05/2018	07/2021
Coastline Trust Company	Providence	RI	07/2021	08/2026
Datum Wealth Management Llc	East Greenwich	RI	08/2026	Present

05/2014 → 09/2016

Bank Of America

Providence, RI
09/2016 → 05/2018

Suntrust

Atlanta, GA
05/2018 → 07/2021

Bank Of America

Providence, RI
07/2021 → 08/2026

Coastline Trust Company

Providence, RI
08/2026 → Present

Datum Wealth Management Llc

East Greenwich, RI

Previous Registrations

2016-12-01 → 2018-05-24

Truist Advisory Services, Inc.

Atlanta, GA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-11-16

S65 Uniform Investment Adviser Law Examination

2016-11-16

Designations

View on SEC IAPD

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