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25 Braintree Hill Office Park, Braintree, MA 02184 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-12-16 |
| NH | RA | APPROVED | 2025-12-09 |
| TX | RA | APPROVED | 2025-12-09 |
Branch Locations
25 Braintree Hill Office Park, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foundations Investment Advisors | Phoenix | AZ | 06/2024 | 03/2026 |
| Rise North Capital | Braintree | MA | 10/2022 | Present |
| Protobrand | Boston | MA | 09/2021 | 06/2022 |
| Einstein's Attic | Northport | NY | 05/2020 | 08/2020 |
| Project 70 | Boston | MA | 10/2019 | 05/2020 |
| Dairy Queen | East Northport | NY | 02/2018 | 05/2018 |
| Kpmg | Melville | NY | 07/2017 | 08/2017 |
| Unemployed | Boston | MA | 06/2022 | 10/2022 |
| Full Time Student | Northport | NY | 09/2014 | 06/2022 |
| Rnc Ria Llc Dna Rise North Capital Investment Advisors | Braintree | MA | 10/2025 | Present |
NATIONAL LIFE GROUP/RISE NORTH CAPITAL; 1 NATIONAL LIFE DRIVE, MONTPELIER, VERMONT 05604; FIRM OFFERS INSURANCE AND ANNUITY SOLUTIONS TO RETAIL CLIENTS; LIFE INSURANCE PRODUCER; START DATE: 10/2022; 180 HOURS/MONTH DEDICATED TO ACTIVITY; 110 HOURS/MONTH DURING TRADING HOURS. DUTIES: REVIEWING CLIENTS AND PROSPECTS INSURANCE AND ANNUITY PLANS AND PROPOSING SOLUTIONS AS NEEDED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-28 |
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