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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
600 Putnam Pike, Suite 4, Greenville, Ri 02828, RI 02828 • United States
1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-30 |
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