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Advisor at BENTLEY WEALTH ADVISORS, LLC
PHOENIX, AZ | 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 16, 2019 | n/a | yes | PHOENIX, AZ|WARWICK, RI | Current employment |
| BENTLEY WEALTH ADVISORS, LLC | State registered | Jun 29, 2018 | Dec 31, 2018 | no | WARWICK, RI | Previous registration |
| BENTLEY WEALTH ADVISORS, LLC | Former SEC adviser | Feb 20, 2008 | Jan 4, 2011 | no | WARWICK, RI | Previous registration |
| CREATIVE RESOURCES INVESTMENT ADVISORS LLC | Former SEC adviser | Apr 10, 2000 | May 3, 2012 | no | WARWICK, RI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CREATIVE RESOURCES INVESTMENT ADVISORS LLC | BENTLEY WEALTH ADVISORS, LLC | May 3, 2012 | Feb 20, 2008 | -1,534 | Firm change after gap | Other |
| BENTLEY WEALTH ADVISORS, LLC | BENTLEY WEALTH ADVISORS, LLC | Jan 4, 2011 | Jun 29, 2018 | 2,733 | Channel change | Other |