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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-30 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
1600 Providence Hwy Suite 290, Walpole, MA 02071 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Student | Amherst | MA | 09/2014 | 05/2018 |
| Spartan Race Inc | Boston | MA | 05/2018 | 08/2020 |
| Unemployed | Somerville | MA | 08/2020 | 02/2021 |
| Ef Education First | Cambridge | MA | 02/2021 | 09/2022 |
| Rise North Capital | Braintree | MA | 09/2022 | 12/2025 |
| Foundations Investment Advisors | Phoenix | AZ | 08/2025 | 07/2026 |
| Rnc Ria Llc Dba Rise North Capital Investment Advisors | Braintree | MA | 12/2025 | 07/2026 |
| Proincome | Walpole | MA | 07/2026 | Present |
| Brookstone Capital Management | Wheaton | IL | 07/2026 | Present |
My fiancé currently (as of July 2026) works for Allied Global Marketing in the area of Film Marketing. I sometimes help her with special projects in which I am paid as a 1099. I receive less than $1000 per year on average. I help very infrequently; 3-5 times per year. Name: Allied Global Marketing Investment Related? No Address: 101 Huntington Ave, Suite 115. Boston, MA 02199 Nature of business: Film Marketing My position: Support Staff Title: N/A Start Date: April 2022 Approx. # of hours per month: 0-2 # of hours devoted during securities trading hours: 0 Duties: I fill in as needed with special projects related to new movie releases. My main responsibility is checking in attendees at the movie screening to keep accurate reporting of who attended.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-30 |
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