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Current Employers
Kintra Wealth, Llc

1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2026-03-17
  • RI RA
    APPROVED
    Since 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

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
OrganizationCityStateFromTo
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
  • 12/2013 → 09/2016
    Charlotte Mecklenburg Schools
    Charlotte, NC
  • 03/2017 → 10/2019
    Providence, RI
  • 10/2016 → 02/2017
    Unemployed - Job Search
    Providence, RI
  • 01/2020 → 03/2020
    Waltham, MA
  • 10/2019 → 03/2020
    Loring Advisory Group
    Greenville, RI
  • 03/2020 → 03/2026
    Loring Advisory Group
    Greenville, RI
  • 03/2020 → 03/2026
    Waltham, MA
  • 03/2026 → Present
    Kintra Wealth
    Williamsport, PA
  • 03/2026 → Present
    Mutual Securities, Inc.
    Camarillo, CA
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-17
  • S66 Uniform Combined State Law Examination
    2018-12-17
Designations

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