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117 Metro Center Boulevard Suite 3000, Warwick, RI 02886 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2023-12-04 |
Branch Locations
117 Metro Center Boulevard Suite 3000, Warwick, RI 02886 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cliftonlarsonallen Llp | New Bedford | MA | 01/2013 | 04/2019 |
| Cliftonlarsonallen Wealth Advisors, Llc | New Bedford | MA | 05/2017 | 04/2019 |
| Providence Equity Partners | Providence | RI | 05/2019 | 12/2019 |
| Kahn, Litwin, Renza & Co., Ltd. | Providence | RI | 01/2020 | 11/2020 |
| Cliftonlarsonallen Llp | New Bedford | MA | 11/2020 | 10/2023 |
| Cliftonlarsonallen Wealth Advisors, Llc | New Bedford | MA | 11/2020 | 03/2022 |
| Bentley Wealth Advisors, Llc | Warwick | RI | 11/2023 | Present |
| Disanto Priest And Co. | Warwick | RI | 11/2023 | Present |
DiSanto Priest & Co. 117 Metro Center Blvd. Warwick, RI 02886 Non-Investment Related Accounting and Advisory Services Principal Start Date: 11/06/2023 Devotes approximately 200 hours per month to this position, the majority of which are during securities trading hours. Duties include providing tax compliance, planning and consulting services for individuals and businesses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-25 |
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