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30 Braintree Hill Office Park Suite 201, Braintree, MA 02184 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-21 |
Branch Locations
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 |
|---|---|---|---|---|
| Us Financial Advisors, Llc | Braintree | MA | 05/2011 | 07/2025 |
| Lpl Financial Llc | Braintree | MA | 11/2011 | 07/2025 |
| Truro Asset Management | Braintree | MA | 01/2013 | 01/2018 |
| Napier Financial, Llc | Braintree | MA | 06/2025 | Present |
1. 12/02/2011: US WEALTH MANAGEMENT, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 8/7/2012 - US Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 4/29/2013 - US Financial Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Time Spent 50% 4. 04/05/2016 * RT Real Estate * Real Estate Rental * NOT INV REL * START 03/15/2016 * 220 E Squantum Street, Quincy, MA 02171 * I own and operate a three family home with my brother. I live in one of three units. The remaining two bedroom and studio are rented. 5 HRS/MO NOT DURING SECS TRDG HRS. Napier Alternatives, LLC. Investment Related. Napier Alternatives, LLC serves as managing member of GenWel Capital, LLC and GenWel Capital 2, LLC. 25% of time spent monthly. GenWel Capital, LLC and GenWel Capital 2, LLC, serve as investment managers of real estate-related investment funds exempt from registration under the Investment Company Act. These include pooled investment funds and private placements, together with any related feeder funds and parallel funds. Investment related. 25% of time spent monthly.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-28 |
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