William S. Dinan

KINTRA WEALTH

Greenville, RI 02828

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CRD#: 871788

Professional summary

William Scott Dinan is a registered financial advisor currently at KINTRA WEALTH, LLC located in Greenville, Rhode Island.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1979. William has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 1 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Scott Dinan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 11, 2026 - Present

KINTRA WEALTH, LLC

Office #1: 600 Putnam Pike, Suite 4, Greenville, RI 02828

RIA

CRD#: 299407

Greenville, RI

Past

May 8, 1999 - March 4, 2026

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

LENOX, MA

Past

September 13, 1996 - March 4, 2026

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

LENOX, MA

Past

October 1, 1993 - September 24, 1996

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

March 21, 1983 - June 13, 1985

CARDELL & ASSOCIATES, INCORPORATED

CRD#: 7700

Past

November 20, 1981 - November 14, 1983

BERKSHIRE EQUITY SALES, INC.

CRD#: 87

Past

September 26, 1979 - September 4, 1981

BERKSHIRE EQUITY SALES, INC.

CRD#: 87

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KINTRA WEALTH, LLC

EVERGREEN EXITS | KINTRA WEALTH, LLC | EVERGREEN WEALTH SOLUTIONS, LLC | EVERGREEN WEALTH SOLUTIONS | EVERGREEN INSTITUTIONAL

CRD#: 299407 / SEC#: 801-114485

RIA

Registered Investment Advisory firm - (1/28/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Rhode Island
(3/11/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/7/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/24/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/23/1993

General Securities Representative Examination

General Industry/Product Exam

Series 1

Date: 9/18/1979

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/14/1993

General Securities Principal Examination

Current Firm

KINTRA WEALTH, LLC

EVERGREEN EXITS | KINTRA WEALTH, LLC | EVERGREEN WEALTH SOLUTIONS, LLC | EVERGREEN WEALTH SOLUTIONS | EVERGREEN INSTITUTIONAL

CRD#: 299407 / SEC#: 801-114485

RIA

Registered Investment Advisory firm - (1/28/2019 Approved)

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Contact information

Main Address

1000 Commerce Park Drive Suite 416, Williamsport, PA 17701

Mailing Address

Phone number

(570) 601-6960

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2026 KINTRA FORM ADV PART 2A V1 (2/12/2026)

Regulatory assets under management

Total Number of Accounts	1,424
AUM (Assets Under Management)	$ 460,941,125

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

William S. Dinan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Scott Dinan's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

SUNAMERICA SECURITIES, INC.

CARDELL & ASSOCIATES, INCORPORATED

BERKSHIRE EQUITY SALES, INC.

BERKSHIRE EQUITY SALES, INC.

Primary Firm SEC Registration

KINTRA WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/7/1999

Series 63

Date: 8/24/1993

SIE

Date: 10/1/2018

Series 7

Date: 8/23/1993

Series 1

Date: 9/18/1979

Series 24

Date: 12/14/1993

Current Firm

KINTRA WEALTH, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KINTRA WEALTH, LLC

TRUST BUT VERIFY

Contact information

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