DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at BENTLEY WEALTH ADVISORS, LLC
WARWICK, RI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BENTLEY WEALTH ADVISORS, LLC | State registered | Jan 15, 2019 | n/a | yes | WARWICK, RI | Current employment |
| BENTLEY WEALTH ADVISORS, LLC | State registered | May 11, 2018 | Dec 31, 2018 | no | WARWICK, RI | Previous registration |
| BENTLEY WEALTH ADVISORS, LLC | Former SEC adviser | Jun 25, 2003 | Jan 4, 2011 | no | WARWICK, RI | Previous registration |
| CREATIVE RESOURCES INVESTMENT ADVISORS LLC | Former SEC adviser | Feb 2, 1999 | May 28, 2003 | no | WARWICK, RI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BENTLEY WEALTH ADVISORS, LLC | BENTLEY WEALTH ADVISORS, LLC | Jan 4, 2011 | May 11, 2018 | 2,684 | Channel change | Other |
| CREATIVE RESOURCES INVESTMENT ADVISORS LLC | BENTLEY WEALTH ADVISORS, LLC | May 28, 2003 | Jun 25, 2003 | 28 | Firm change | Other |