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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 |
|---|---|---|---|---|
| Charlotte Mecklenburg Schools | Charlotte | NC | 12/2013 | 09/2016 |
| Oppenheimer & Co. Inc. | Providence | RI | 03/2017 | 10/2019 |
| Unemployed - Job Search | Providence | RI | 10/2016 | 02/2017 |
| Commonwealth Financial Network | Waltham | MA | 01/2020 | 03/2020 |
| Loring Advisory Group | Greenville | RI | 10/2019 | 03/2020 |
| Loring Advisory Group | Greenville | RI | 03/2020 | 03/2026 |
| Commonwealth Financial Network | Waltham | MA | 03/2020 | 03/2026 |
| Kintra Wealth | Williamsport | PA | 03/2026 | Present |
| Mutual Securities, Inc. | Camarillo | CA | 03/2026 | Present |
1. Kintra Wealth, Start Date: 03/04/2026, 100 Commerce Park Dr., Ste. 416, Williamsport, PA 17701, LLC, RIA, Financial Advisor, Financial Advisory and Financial Planning Services, Including Investment Management, Tax, Insurance and Estate Planning, Retirement Planning and Education Planning Services, Investment Related, 200 Hours per month, 6 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. 2. Financial Planning Association of Rhode Island, Start Date: 01/01/2024, Non-Profit, Non-Profit Organization Board Member, Community Outreach and Education/Financial Literacy Co-Chair, Assist in coordinating program to take Financial Planners and College Students into local High Schools to conduct Financial Literacy sessions with area youth, Not Investment Related, 1 Hour per month, 1 Hour per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-17 |
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