Inactive

Adam J Dani

Napier Financial

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Current Employers

Napier Financial

30 Braintree Hill Office Park Suite 201, Braintree, MA 02184 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-07-21

MA RA
APPROVED

Since 2025-07-21

Branch Locations

30 Braintree Hill Office Park Suite 201, Braintree, MA 02184 • United States

30 Braintree Hill Office Park Suite 201, Baintree, MA 02184 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
John Hancock	Boston	MA	10/2015	09/2018
John Hancock Distributors Llc	Boston	MA	10/2015	09/2018
Pfe Advisors, Inc.	Southborough	MA	09/2018	02/2019
Volturno	Framingham	MA	04/2019	03/2020
Valentinos	Worcester	MA	07/2021	Present
Us Wealth Management	Braintree	MA	01/2022	07/2025
Unemployed	Hudson	MA	04/2020	07/2021
Napier Financial, Llc	Braintree	MA	06/2025	Present

10/2015 → 09/2018

John Hancock

Boston, MA
10/2015 → 09/2018

John Hancock Distributors Llc

Boston, MA
09/2018 → 02/2019

Pfe Advisors, Inc.

Southborough, MA
04/2019 → 03/2020

Volturno

Framingham, MA
07/2021 → Present

Valentinos

Worcester, MA
01/2022 → 07/2025

Us Wealth Management

Braintree, MA
04/2020 → 07/2021

Unemployed

Hudson, MA
06/2025 → Present

Napier Financial, Llc

Braintree, MA

Previous Registrations

2022-04-28 → 2025-07-25

U.S. Financial Advisors

Wilmington, DE
2018-09-18 → 2019-03-05

Pfe Advisors, Inc.

Southborough, MA
2010-10-13 → 2014-07-29

Osaic Fa, Inc.

Framingham, MA

Edmond, OK

Fort Wayne, IN
2008-12-12 → 2009-06-23

Wells Fargo Clearing Services, Llc

Edmond, OK
2007-05-02 → 2008-12-16

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Oklahoma City, OK

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-05-01

S66 Uniform Combined State Law Examination

2007-05-01

Other Names

Adam T Dani

View on SEC IAPD

Other Firms

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GREAT VALLEY ADVISOR GROUP, LLC

VOYA RETIREMENT ADVISORS, LLC

PEDDOCK CAPITAL ADVISORS, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

LPL FINANCIAL LLC

CETERA INVESTMENT ADVISERS LLC

Other Investors

Dante Marco Coppola

ALEXANDER GREGORY WEISS

ROBERT CHRISTOPHER NAPOLITANO

ANNE NICOLE GOUTHRO

THOMAS HASTINGS FLETCHER

JOHN PAUL NAPOLITANO

Kate Elisabeth Chilson

Other Offices

MG FINANCIAL LLC · BRAINTREE, MA

MUTUAL OF OMAHA INVESTOR SERVICES, INC. · BRAINTREE, MA

GREAT VALLEY ADVISOR GROUP, LLC · BRAINTREE, MA

VOYA RETIREMENT ADVISORS, LLC · Braintree, MA

GREAT VALLEY ADVISOR GROUP, LLC · Braintree, MA

PEDDOCK CAPITAL ADVISORS, LLC · BRAINTREE, MA

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BRAINTREE, MA

LPL FINANCIAL LLC · BRAINTREE, MA

More in Braintree, MA

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