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35 Dyer Street, Portsmouth, RI 02871 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2018-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Portsmouth | RI | 06/1996 | 06/2018 |
| Wealthcare Investment Partners, Llc | Smithfield | RI | 06/2018 | Present |
| Private Client Services, Llc | Portsmouth | RI | 07/2018 | Present |
1) 35 DYER ST, PORTSMOUTH, RI 02871. OWNER OF BUILDING. 0 HOURS/MO; 0 DURING TRADING HOURS. 2) FIXED INSURANCE. 35 DYER ST, PORTSMOUTH, RI 02871. ADVISOR. 40 HOURS/MO; 20 DURING TRADING HOURS. 3) PORTSMOUTH FINANCIAL CENTER, INC. 35 DYER ST, PORTSMOUTH, RI 02871. C CORP FOR TAX PURPOSES ONLY. OWNER, INVESTMENT & FINANCIAL SERVICES. 0 HOURS/MO; 0 DURING TRADING HOURS. 4) WEALTHCARE INVESTMENT PARTNERS LLC. 35 DYER STREET, PORTSMOUTH, RI 02871. REGISTERED INVESTMENT ADVISOR. OWNER, PRINCIPAL & CCO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-31 |
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