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Current Employers
Riverside Wealth Management, Inc.

515 N. Flagler Drive Suite 350, West Palm Beach, FL 33401 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-08
  • FL RA
    APPROVED
    Since 2025-12-08

Branch Locations

Andover, MA • United States

515 N. Flagler Drive Suite 350, West Palm Beach, FL 33401 • 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
OrganizationCityStateFromTo
Larosa's Italian Café & Bar Andover MA 08/2025 Present
Brown Brothers Harriman & Co. Boston MA 07/2024 12/2024
Student Boston MA 09/2020 06/2022
Riverside Wealth Management / Palm Beach Private West Palm Beach FL 06/2023 11/2023
John Hancock Life Insurance Company (U.S.A.) Boston MA 07/2022 12/2022
Student Danvers MA 09/2016 08/2020
Student Boston MA 01/2023 05/2023
Student Boston MA 12/2023 06/2024
Student Boston MA 01/2025 05/2025
  • 08/2025 → Present
    Larosa's Italian Café & Bar
    Andover, MA
  • 07/2024 → 12/2024
    Brown Brothers Harriman & Co.
    Boston, MA
  • 09/2020 → 06/2022
    Student
    Boston, MA
  • 06/2023 → 11/2023
    Riverside Wealth Management / Palm Beach Private
    West Palm Beach, FL
  • 07/2022 → 12/2022
    John Hancock Life Insurance Company (U.S.A.)
    Boston, MA
  • 09/2016 → 08/2020
    Student
    Danvers, MA
  • 01/2023 → 05/2023
    Student
    Boston, MA
  • 12/2023 → 06/2024
    Student
    Boston, MA
  • 01/2025 → 05/2025
    Student
    Boston, MA
Other Businesses

Business Name: LaRosa's Italian Café & Bar Investment Related: No Address: 7 Barnard St Andover, MA 10810 Nature of Business: Restaurant Position: Service Staff (non-managerial) Relationship: Employee Start Date: September 5th, 2025 Description: Non-financial, non-managerial restaurant employment.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-08
  • S65 Uniform Investment Adviser Law Examination
    2023-12-08

View on SEC IAPD

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