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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

600 Putnam Pike, Suite 4, Greenville, Ri 02828, RI 02828 • United States

1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • 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
Loring Advisory Group Greenville RI 10/2023 06/2024
Northwestern Mutual Hartford CT 03/2023 10/2023
Unemployed Coventry CT 07/2022 03/2023
Bluecore Remote Position CT 12/2020 07/2022
Turbonomic Boston MA 09/2018 12/2020
Turbonomic Boston MA 11/2017 09/2018
Unemployed Boston MA 07/2017 11/2017
The Aspen Institute Aspen CO 05/2017 07/2017
Colby College Waterville ME 09/2013 05/2017
Commonwealth Financial Network Waltham MA 06/2024 03/2026
Loring Advisory Group Greenville RI 06/2024 03/2026
Kintra Wealth Greenville RI 03/2026 Present
Mutual Securities, Inc. Camarillo CA 03/2026 Present
  • 10/2023 → 06/2024
    Loring Advisory Group
    Greenville, RI
  • 03/2023 → 10/2023
    Northwestern Mutual
    Hartford, CT
  • 07/2022 → 03/2023
    Unemployed
    Coventry, CT
  • 12/2020 → 07/2022
    Bluecore
    Remote Position, CT
  • 09/2018 → 12/2020
    Turbonomic
    Boston, MA
  • 11/2017 → 09/2018
    Turbonomic
    Boston, MA
  • 07/2017 → 11/2017
    Unemployed
    Boston, MA
  • 05/2017 → 07/2017
    The Aspen Institute
    Aspen, CO
  • 09/2013 → 05/2017
    Colby College
    Waterville, ME
  • 06/2024 → 03/2026
    Waltham, MA
  • 06/2024 → 03/2026
    Loring Advisory Group
    Greenville, RI
  • 03/2026 → Present
    Kintra Wealth
    Greenville, RI
  • 03/2026 → Present
    Mutual Securities, Inc.
    Camarillo, CA
Previous Registrations
Other Businesses

1. Kintra Wealth, LLC., Start Date: 03/04/2026, 1000 Commerce Park Dr., Williamsport, PA 17701, LLC, RIA, Financial Advisor, Financial Advisor helping guide clients through their financial planning journey including but not limited to Investments, Taxes, Estate Planning, and Retirement Income, Investment Related, 160 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-30
  • S66 Uniform Combined State Law Examination
    2024-04-30
Designations

View on SEC IAPD

More in Greenville, Ri 02828, RI

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