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30 Braintree Hill Office Park Suite 201, Braintree, MA 02184 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-24 |
| MA | RA | APPROVED | 2025-07-21 |
Branch Locations
30 Braintree Hill Office Park Suite 201, Braintree, MA 02184 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Financial Advisors, Llc | Braintree | MA | 09/1995 | 07/2025 |
| U S Insurance Brokers, Llc | Braintree | MA | 10/1995 | 06/2021 |
| Lpl Financial Llc | Braintree | MA | 12/2011 | 06/2021 |
| Truro Asset Management, Llc | Braintree | MA | 11/2012 | 01/2018 |
| Napier Financial, Llc | Braintree | MA | 06/2025 | Present |
1) 11/30/2011: John P Napolitano - Author - Not Investment Related - At Reported Business Location(s) - 5% Time Spent - writer, weekly syndicated newspaper column and monthly magazine articles 2) 12/02/2011: Author of Book - Author - Investment Related - At Reported Business Location(s) - 1% Time Spent 3) 12/29/2011: US Financial Advisors LLC - Registered Investment Advisor - DBA: (HYBRID) US Financial Advisors LLC - Investment Related - At Reported Business Location(s) - 25% Time Spent - I provide investment advisory services through US Financial Advisors, LLC. I started this business activity on 12/29/11. I expect to spend approximately 40 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. 4) 04/11/2014: John P Napolitano - Speaker - Not Investment Related - At Reported Business Location(s) 5) 08/28/2015: J Nap LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 30 Braintree Hill Office Park, Suite 201, Braintree MA 02184 - Start 11/30/2011 - 1 Hr/Mo; 0 Hours During Securities Trading. 6) 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 7) 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. 8) 12/12/2016: South Coast Family Office - Investment Related - 687 Main Street, Waltham, MA 02451 - Other-Business Owner - Co-Owner - 1% of time spent 9) 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 10) 1/1/2022: Clement & Dacunha, LLC - Not investment related - 3 WARBLER WAY N. DARTMOUTH 02747 - Passive co-owner of CPA firm - 0% of time 11) 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 12) 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-25 |
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