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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-10 |
| MA | RA | APPROVED | 2023-08-16 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rise North Capital | Braintree | MA | 05/2022 | 11/2025 |
| Fedex Ground- Krex Transport Inc | Worcester | MA | 09/2019 | 03/2022 |
| Rsig Security Inc., | Framingham | MA | 09/2018 | 08/2019 |
| Weed Man Lawn Care | Springfield | MA | 07/2017 | 09/2018 |
| Ymca | Greenfield | MA | 03/2016 | Present |
| Full-Time Student | Greenfield | MA | 08/2011 | 05/2017 |
| Ymca | Greenfield | MA | 05/2015 | 08/2018 |
| Rnc Ria Llc Dba Rise North Capital Investment Advisors | Braintree | MA | 10/2025 | 11/2025 |
| Foundations Investment Advisors Llc | Braintree | MA | 08/2023 | Present |
1. NATIONAL LIFE GROUP; 49 ORCHARD STREET, RANDOLPH, MA 02368; INVESTMENT RELATED; LIFE INSURANCE AGENT; PREMIUM FINANCING STRATEGIES WITH LIFE INSURANCE; STARTED: 01/2025; 40 HOURS A MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-25 |
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