Brady Joseph Rodgers

Current Employers

Employment History

• 10/2015 → 03/2019
  Hannaford Supermarkets
  Lowell, MA
• 01/2019 → 02/2020
  Ymca Of Greater Boston
  Reading, MA
• 04/2019 → 04/2020
  Arcadia Financial Group
  Salem, NH
• 04/2020 → 03/2023
  Arcadia Financial Group
  Manchester, NH
• 04/2019 → 03/2023
  Arcadia Wealth Management, Llc
  Manchester, NH
• 03/2023 → Present
  Osaic Wealth, Inc.
  Wakefield, MA

Previous Registrations

• 2021-07-27 → 2023-03-24
  Arcadia Wealth Management, Llc
  Manchester, NH

Other Businesses

1. GENX FINANCIAL LLC POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/05/2023 ADDRESS: 12575 Faraday Lane, Orlando, FL 32827 FL 32827, United States DESCRIPTION: GENX FINANCIAL IS THE LLC THAT FACILITATES PAYROLL AND BENEFITS INNOVATIVE FINCIAL GROUP EMPLOYEES 2. BOSTON PARTNERS WEALTH MANAGEMENT, LLC - FP POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 01/02/2024 ADDRESS: 301 Edgewater Place, Suite 306, Wakefield MA 01880, United States DESCRIPTION: Sales/marketing of securities, investment advisory, and insurance products. 3. BOSTON PARTNERS WEALTH MANAGEMENT, LLC POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 50 START DATE: 03/20/2023 ADDRESS: 316 Edgewater Place #306, Wakefield MA 01880, United States DESCRIPTION: Employed by James Connors to assist in sales and securities of securities and insurance products. 4. BOSTON PARTNERS WEALTH MANAGEMENT, LLC - FIXED INSURANCE POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 03/15/2023 ADDRESS: 301 Edgewater Place Suite 306, Wakefield MA 01876, United States DESCRIPTION: Sales/marketing of fixed annuities and non variable insurance 5. ELITE REFERRAL ALLIANCE, LLC POSITION: President NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/04/2026 ADDRESS: 335 WASHINGTON STREET, #1094, Woburn MA 01801, United States DESCRIPTION: As the founder of the networking group, I am responsible for establishing and organizing the group's structure. The group is designed as a collaborative environment where members can support one another's businesses through referrals. This is not intended as a profit-generating venture; rather, the LLC was created solely to provide structure, accountability, and efficient management of the group's activities. Website is in the works but has not been published yet.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-06-02
• S65 Uniform Investment Adviser Law Examination
  2021-06-18

Other Names

• Brady J Rodgers