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Current Employers
Risk Paradigm Group, Llc

25 Burlington Mall Road Suite 404, Burlington, MA 01803 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2017-02-14
  • MA RA
    APPROVED
    Since 2017-02-14

Branch Locations

25 Burlington Mall Road Suite 307, Burlington, MA 01803 • United States

25 Burlington Mall Road Suite 404, Burlington, MA 01803 • United States

Rpg Family Wealth Advisory, Llc

25 Burlington Mall Road Suite 404, Burlington, MA 01803 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2011-10-05
TX RA APPROVED_RES 2011-10-05
  • MA RA
    APPROVED
    Since 2011-10-05
  • TX RA
    APPROVED_RES
    Since 2011-10-05

Branch Locations

25 Burlington Mall Road Suite 404, Burlington, MA 01803 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Risk Paradigm Group, Llc Burlington MA 09/2011 Present
Rpg Family Wealth Advisory, Llc Burlington MA 09/2011 Present
Other Businesses

RISK PARADIGM GROUP, LLC, BURLINGTON, MA, NOT INVESTMENT RELATED, PARTNER SINCE 9/2011. Complete Focus, LLC; Investor; Not Investment Related; 240 Elm St. 2nd Fl Somerville MA 02144; 2026-03-20; Description: Complete Focus is a mental health/fitness web application.; 0 Hours per month devoted to business during trading hours; 0 Hours per month devoted to business outside trading hours; 0 Percent of total yearly compensation expected to be derived from the business; Contact person: Max Gatti; Website address: completefocus.co.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-09-09
S63 Uniform Securities Agent State Law Examination 1994-01-10
  • S65 Uniform Investment Adviser Law Examination
    1994-09-09
  • S63 Uniform Securities Agent State Law Examination
    1994-01-10

View on SEC IAPD

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