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2 Granite Ave Suite 250, Milton, MA 02186 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Ins Co | Horsham | PA | 04/2018 | 07/2019 |
| Cgrss | Cambridge | MA | 11/2014 | 04/2018 |
| Nutranx, Inc | Cambridge | MA | 04/2015 | 04/2018 |
| Boston University | Boston | MA | 09/2015 | 06/2018 |
| Hornor Townsend & Kent Inc | Horsham | PA | 04/2018 | 08/2018 |
| Rhotopia Financial Llc | Milton | MA | 08/2019 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: RHOTOPIA FINANCIAL & RHOTOPIA FINANCIAL ADVISORS| POSITION HELD: AGENT | ADDRESS: TWO GRANITE AVENUE, SUITE 250, MILTON, MA 02186 | START DATE: 8/5/2019 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES: ASSIST WITH TRAINING ADVISORS ON INSURANCE PRODUCTS AND SERVICE FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY & LAFAYETTE LIFE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-08 |
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