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30 Braintree Hill Office Park Suite 201, Braintree, MA 02184 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-17 |
| MA | RA | APPROVED | 2025-07-21 |
Branch Locations
30 Braintree Hill Office Park Suite 201, Braintree, MA 02184 • United States
30 Braintree Hill Office Park Suite 201, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Financial Advisors, Llc | Branitree | MA | 03/2010 | 07/2025 |
| Lpl Financial, Llc | Braintree | MA | 12/2011 | 06/2021 |
| Napier Financial, Llc | Braintree | MA | 06/2025 | Present |
(1) 12/05/2011: US Financial Advisors, LLC - Registered Investment Advisor - DBA: Napier Financial - Investment Related - At Reported Business Location(s) - 50% Time Spent - I provide investment advisory services through US Financial Advisors, LLC an independent investment advisor firm. I started this business activity on 12/5/11. I expect to spend approximately 48 hours/month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. (2) 08/17/2015: Licensed Insurance Agent - Non-Variable Insurance - Investment Related - 30 Braintree Hill Office Park, Suite 201, Braintree, MA 02184 - Start 03/01/2015 - 5 Hr/Mo; 0 Hours During Securities Trading - INS Types: Life, Health, Disability, LTC, Fixed Annuities (3) 08/25/2015: J Nap LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 30 Braintree Hill Office Park, Suite 201, Braintree MA 02184 - Start 12/31/2014 - 5 Hr/Mo; 0 Hours During Securities Trading. (4) 12/12/2016: South Coast Family Office - Investment Related - 687 Main Street, Waltham, MA 02451 - Other-Business Owner - Co-Owner - 1% of time spent (5) 1/1/2022: South Coast Financial Partners - Not investment related - 461 Faunce Corner Road, STE 2North Dartmouth, MA 02747 - Passive co-owner of CPA firm - 0% of time (6) 1/1/2022: Clement & Dacunha, LLC - Not investment related - 3 WARBLER WAY N. DARTMOUTH 02747 - Passive co-owner of CPA firm - 0% of time (7) 7/1/2022: GenWel Capital, LLC - Investment Related - 30 Braintree Hill Office Park, Suite 201 Braintree MA 02184 - Partial owner - Firm established for investing in private real estate transactions - 10% of time spent (8) 7/1/2022: GenWel Capital 2, LLC - Investment Related - 30 Braintree Hill Office Park, Suite 201 Braintree MA 02184 - Partial owner - Firm established for investing in private real estate transactions - 10% of time spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-21 |
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